SEMINAR: Tending to Your Retirement Plans

Agenda

7:30 a.m. - 8:00 a.m.
Registration and Continental Breakfast

8:00 - 8:30 a.m.
Plan Design/Legal Issues - Cher Wynkoop, Willcox Savage

8:30 a.m. - 9:00 a.m.
Plan Audit Issues - Jeff Snader, CWS CPA

9:00 a.m. - 9:15 a.m.
Break

9:15 a.m. - 9:45 a.m.
Tomorrow's Retirement Plan - Nichole Labott, SageView

9:45 a.m. - 10:15 a.m.
Participant Engagement - Carter Bailey, Transamerica

Complimentary Seminar - Seating is Limited
Applied for 2 Hours HRCI and SHRM Credit

Hosted by:
Willcox Savage, CWS CPA, Transamerica and SageView   

* REGISTER BELOW *

The Willcox & Savage, P.C. website is for informational purposes only and should not be treated as legal advice. Neither reviewing the website nor corresponding with us through the website will create an attorney-client relationship between you and the firm. An attorney-client relationship and a corresponding duty to maintain confidentiality do not arise until Willcox & Savage, P.C. has determined that no conflicts of interest exist and has informed you that it is willing and able to represent you. Do not send confidential information or substantive details about your case or transaction to us until you speak with one or our attorneys and receive authorization. Information we receive will not be treated as confidential until we establish an attorney-client relationship with you and authorize you to send us confidential information.

By hitting "Agree" below, you agree that you have read and accept these terms.