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DTSTART:20190917T120000Z
DTEND:20190917T130000Z
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SUMMARY:Retirement Plan Bootcamp for Nonprofit Organizations
DESCRIPTION:Retirement Plan Bootcamp\n\nFor\n\nNonprofit Organizations\n\nYou are cordially invited to attend a seminar about common concerns with retirement plans sponsored by non-profits. We will focus on these items:\n\n\n\n Fundamentals of Plan Governance\n\n State of Compliance\n\n DOL 403(b) Plan Concerns and Audit Issues\n\n IRS 403(b) Plan Concerns and Audit Issues\n\n\n\nTwo Dates / Locations for your convenience:\n\n \n\nYour hosts:\n\nAlison Donnelly\, CRPC \, AIF Ryan Martin\nFinancial Advisor Financial Advisor\n\n \n\n\n\nGuest Speaker: Travis Matthews\, QPFC \n\n Regional Sales Director\n\n OneAmerica Retirement Services\n\n\n\nSEATING IS LIMITED\n\n Please RSVP to Karen by Tuesday\, September 10\, 2019\n\nTel. (413) 278-5810 or karen@paladinwealth.com\n\n\n\nEvent sponsored by OneAmerica and Paladin Wealth Advisors\n\n\n\nSecurities offered through Raymond James Financial Services\, Inc.\, member FINRA / SIPC. Investment advisory services offered though Raymond James Financial Services Advisors\, Inc. Paladin Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.\n\n\n\n\n\n P.O. Box 15308\, Tower Square\, 1500 Main Street\, Suite 900 / / Springfield\, MA 01115-5308\n\n T 413.278.5810 / / F 413.355.5077 / / www.paladinwealth.com
X-ALT-DESC;FMTTYPE=text/html:Retirement Plan Bootcamp
\nFor
\nNonprofit Organizations
\nYou are cordially invited to attend a seminar about common concerns with retirement plans sponsored by non-profits. We will focus on these items:
\n
\n \; &bull\; Fundamentals of Plan Governance
\n \; &bull\; State of Compliance
\n \; &bull\; DOL 403(b) Plan Concerns and Audit Issues
\n \; &bull\; IRS 403(b) Plan Concerns and Audit Issues
\n
\nTwo Dates / Locations for your convenience:
\n\n
\;
Your hosts:
\n\nAlison Donnelly\, CRPC®\;\, AIF®\; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \;Ryan Martin
\nFinancial Advisor \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \; \;Financial Advisor\n\n \;
\n
\n
Guest Speaker: \; Travis Matthews\, QPFC®\;\n
\; Regional Sales Director\n
\; OneAmerica Retirement Services
\n
\nSEATING IS LIMITED\n
\;Please RSVP to Karen by Tuesday\, September 10\, 2019\n
Tel. (413) 278-5810 or karen@paladinwealth.com\n
\n
Event sponsored by OneAmerica and Paladin Wealth Advisors\n
\n
Securities offered through Raymond James Financial Services\, Inc.\, member FINRA / SIPC. \; Investment advisory services offered though Raymond James Financial Services Advisors\, Inc. \; Paladin Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.\n
\n
\n
\; \; P.O. Box 15308\, Tower Square\, 1500 Main Street\, Suite 900 / / Springfield\, MA \; 01115-5308\n
\; T 413.278.5810 \; / / F 413.355.5077 / / www.paladinwealth.com