Category: Education

2015 Breakfast with the Department of Labor – Dayton

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for a timely and concise discussion on compliance with IRS/Department of Labor retirement plan regulations, while reducing your company and personal fiduciary risk. We are excited to bring these industry experts together and present this most unique opportunity! Register […]

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2015 Breakfast with the Department of Labor – Columbus

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for a timely and concise discussion on compliance with IRS/Department of Labor retirement plan regulations, while reducing your company and personal fiduciary risk. We are excited to bring these industry experts together and present this most unique opportunity! Register […]

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Taking Stock of Investor Behavior

Please join us for a workshop where you will learn about the instinctive behaviors that impact how we make decisions and simple strategies for getting back into the stock market. Register here DATE: Wednesday, September 16, 2015 6:30 – 8:00pm LOCATION: The Fawcett Center, Clinton Room 2400 Olentangy River Road Columbus, Ohio 43210 AGENDA: 6:30 […]

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