Managing Various Types of Retirement Plans
Ron Letaw with Montgomery Retirement Plan Advisors will discuss FRS DROP rollovers and how they work with deferred compensation programs. Patrick Donlan with Foster & Foster Actuaries and Consultants will discuss trends for pension plans and the importance of monitoring fees. (Please note that Christine O’Neal will be presenting for Mr. Donlon)
See attached agenda here
Date: Thursday, September 19, 2019
Registration: 11:45am-12:00pm
CPE: 2 hr
LOCATION:
Hilton Palm Beach Airport
150 Australian Avenue
West Palm Beach, FL 33406
Please Note: Please notify us of any special dietary requests.
