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Kristen Deevy returns in May for our 2nd of a 2-part series on retirement plan updates. In this virtual presentation, Kristen will discuss a lawsuit case study, conflicts of interest, plan fees and how they are paid, Investment Policy Statements and Fiduciary Training, and Lessons Learned from Advisors and Employers.
We encourage you to join us for this virtual presentation from the comfort of your home or office. A link will be sent to registrants prior to the meeting date. Speaker:Kristen Deevy, Managing Partner, Pensionmark
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Date:
May 19, 2023 Time: 11:00 AM - 12:30 PM Location: Virtual Cost: $20 Registration: Click here to register. A link to join will be sent to you prior to the presentation.
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