Please join us for lunch and a short informative presentation on fiduciary roles and responsibilities as a non-profit retirement plan administrator.
Top Five Things We Will Cover:
- Understanding your role as a fiduciary
- Establishing an annual fiduciary process
- An annual calendar & fiduciary checklist
- Establishing a communication & education plan
Hosted by:
Paula Porsch Wealth Management
Paula D. Porsch CPA, CRPC, CDFA
pporsch@paulaporsch.com
800 W. 47th Street, Suite 625
Kansas City, MO 64112
Guest Speaker:
Brad Holterhaus from Principal Retirement and Income Solutions
Thursday Sep 28, 2017
11:30 AM - 1:00 PM CDT
September 28, 2017
11:30am - 1:00pm
Seasons 52
340 Ward Parkway
Kansas City, MO 64112
Free!
Space is limited so please RSVP with Linda McCaffrey at (816) 221-1606 or lmccaffrey@paulaporsch.com
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