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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.
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!
