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Benefits Basics


U.S. Full-Day Retirement Session

Sample Marketing

Fundamentals of Employer-Sponsored Retirement Plans - 201

Kansas City Chapter Presentation
October 24, 2017

Topics included DOL Fiduciary Rule, What to Expect from a DOL Investigation, Common Retirement Mistakes, and more.

k/403b Retirement Boot Camp

Northern California Chapter
August 16, 2017

Topics included ERISA and plan design basics,
audits and top mistakes, and more.