Everhart Advisors cordially invites you to our always anticipated complimentary breakfast workshop. Selecting optimal plan design is as much art as science, as much management as mathematics. Whether utilized separately or in combination, there are many designs available to accomplish an employer’s objectives.
Register here
SCHEDULE:
Wednesday, April 27, 2016
7:30 – 8:00 AM Breakfast
8:00-11:00 AM Presentations
LOCATION:
The Scioto Country Club
2196 Riverside Drive
Columbus, OH 43221
TOPICS OF DISCUSSION INCLUDE:
– Basics of Retirement Plan Design
Auto features & match optimization
– Strategic Tax Deductions
Profit sharing allocation methods & cash balance plans
– Nonqualified Deferred Comp Plans
Recruit, retain, & retire key employees
– Defined Benefit Playbook
Risk management, liability driven investing & plan termination strategy
FEATURED SPEAKERS:
Brian Hanna, AIF(R)
Senior Plan Consultant | Everhart Advisors
Larry Butcher, EA
Actuary Principal | Newport Group
Jack Leavy
Managing Regional VP, Nonqualified Plans | The Principal Financial Group
Gary Burczek, FSA, EA
VP Business Development | The Principal Financial Group
Please RSVP by Thursday, April 21st!
Register here
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
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