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2019 WebEx Series: When I retire or leave my company

Feb 13, 2019 12:00 PM - 12:30 PM Pacific Standard Time
Location To Be Determined

A review of your options of what to do with your 401(k) when you retire or leave your current employer.

Our 2019 WebEx Series is provided by Plan Resource Group’s team of CFP® professionals. These tutorials will give live demonstrations utilizing our complimentary eMoney software tool. We will coach you how to save more by taking control of your financial wellbeing, step by step.

 


4th Quarter Fiduciary Legislative Update

Jan 23, 2019 12:00 PM - 12:30 PM Pacific Standard Time
Location To Be Determined

As the current legislative environment becomes a moving target amid ongoing
court challenges, the Plan Resource Group’s legislative expert stays in tune with
recent cases. Join us for a dynamic discussion on the most recent cases and the
liability of your role as a fiduciary.
Hosted by Patrick McKiernan, Senior Vice President, C(k)P®