Loading Events

« All Events

  • This event has passed.

March PLAN Seminar

March 21, 2017 @ 8:00 am - 9:30 am

$10.00

Join the Community Foundation for  Alleghenies for the next discussion in our PLAN series for wealth advisors: Fiduciary Responsibilities: Making Informed Decisions about Retirement Plans. CLICK HERE TO SIGN UP.

Speakers Brad Wingler, CRPS, AIF, Nationwide Insurance & Monica Garver, CPA, CFP, AIFA, CDFA, RTD Financial will talk about Roth IRA planning and an overview of charitable planning.

You’ll also hear from Community Foundation Executive Director Mike Kane on the CFA’s latest activities, and how you can help your clients get the most from their philanthropic planning.

Some learning objectives:

  •   Increase attendee awareness and understanding of retirement plan fees and expenses.
  •   Convey responsibility of plan fiduciaries to act solely in the interests of plan participants and beneficiaries.
  •   Discuss consequences for failure to properly exercise fiduciary responsibilities

The seminar qualifies for CE, CPE, CFP, CTFA, or CLE continuing education credits.

Go here to learn more about joining our Philanthropic Leaders Advisory Network. Benefits include networking and marketing opportunities, outreach through education seminars, and partnership with experts in philanthropic giving at the Community Foundation for the Alleghenies.

 

 

Details

Date:
March 21, 2017
Time:
8:00 am - 9:30 am
Cost:
$10.00
Event Tags:
, , ,
--->

Venue

Venue Name: https://www.classy.org/davidsville/events/plan-seminar-fiduciary-responsibilities-making-informed-decisions-about-retirement-plan-fees/e120661
Address: Oakwood Restaurant, 116 Cambridge Drive
Davidsville, PA 15928