Employee Student Debt Repayment Programs

Dec 09, 2020 11:30 AM - 12:15 PM Pacific Standard Time
Location To Be Determined

Join our discussion of a powerful new tool for attracting and retaining employees: How employers can use retirement plans to assist employees with paying down student debt.

Panelists: 

  • Tim Machenheimer, Vice President - Student Debt Accounts | Fidelity Retirement Services
  • Wes Previant, CFP®, CPFA | Senior Vice President | RBC Plan Resource Group

Moderated by: Patrick McKiernan, CPFA® | Senior Vice President | RBC Plan Resource Group

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The election is over. What impact does this have on my 401(k)?

Nov 18, 2020 12:00 PM - 12:45 PM Pacific Standard Time
Location To Be Determined

Using historical market performance and data Wes Previant, CFP® and Alisha Wesser, CFP®  will have a dynamic discussion surrounding the election and what it means for your 401(k).

 


Caring for your Loved Ones

Oct 21, 2020 12:00 PM - 12:30 PM Pacific Daylight Time
Location To Be Determined

Join us for a discussion between Wes Previant, CFP® and Alisha Wesser, CFP® on the impact of COVID, isolation and caring for your loved ones full-time.  Is this year a preview of the issues we can expect as our loved ones grow older?   This discussion will provide insight on opportunities that may help alleviate the emotional and financial responsibilities surrounding caring for our loved ones.


Retirement Plan Committee Fiduciary Training

Sep 23, 2020 12:00 PM - 01:15 PM Pacific Daylight Time
Location To Be Determined

Helpful and practical insights to assist retirement plan sponsors with establishing and running an impactful retirement plan oversight committee.

Panelists: 

  • Andrew Fawbush, Esq | Partner | Smith, Gambrell & Russell LLP
  • Wes Previant, CFP® | Senior Vice President | RBC Plan Resource Group

Moderated by: Patrick McKiernan, C(k)P® | Senior Vice President | RBC Plan Resource Group