July 2017 Seminar

Date:12:18 pm Ages: Price:$80.00 includes full breakfast Type: Location:Penn State Great Valley 30 East Swedesford Rd Malvern, PA 19355

(Walk-ins Welcome)

CPE:           Other (4 hrs.)

Presentation 1 8:30 AM
Speaker: Ed Duguid, CMA Principal, Duguid Consulting
Topic(s): RMF Risk Management Framework – What does this mean for your company?

Presentation 2 9:30 AM
Speaker: Andrew Dugery, CRPS® Retirement Plan Adviser, Wealth Advisory Group, Inc.
Topic(s): Best Practices for Retirement Plan Oversight

Presentation 3 10:30 AM
Speaker: Joe Luscavage
VP of Employee Benefit Services Tycor Benefit Administrators, Inc.
Topic(s): Level Self-Funding

Presentation 3 11:30 AM
Speaker: Nicole Kennedy, CLTC Director of Relationship Management HTA Financial
Topic(s): Roadmap to Medicare

To register go to: Register for the Current Seminar.

COST: $80 includes full breakfast & beverages
DATE: Thursday, Jul 20, 2017
TIME: 8:30 AM to 12:30 PM

LOCATION: