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State
Zip Code
Province
Postal Code
County
State/Territory
State/Province
Event Details
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How To Beat The Competition With 2010's Top Retirement Plan Strategies
A seminar designed to provide you with information that will win and retain your qualified retirement plan business.
You will learn...
Plan Design Strategies:
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How to cash in on the newest plan designs
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401(k) plans that are easy to sell
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How to save clients with existing plans serious money
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How to help your clients tax shelter $100,000 per year
or more
Stimulus Money Impact on Retirement Plans:
Bundled Vs. Unbundled:
Recent Legislative Updates & What's Next:
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Join us for this complimentary lunch
and seminar brought to
you by:
Interested business associates are welcome to attend.
1 hour of FREE California Continuing Education (CE) Credit will be granted
for attendance.
Register Now!
We're excited to share
this informative event
with you and hope
to see you there!
Polycomp Administrative
Services, Inc.
6400 Canoga Avenue, Suite 250
Woodland Hills, CA 91367
800.736.7090
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Details & Registration
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EVENT DETAILS
Speakers:
*Amanda Asherson, APR*
Pension Consultant
Polycomp
*Baylis Resnick*
Vice President &
Senior Pension Consultant
Polycomp
*Cheryl Courtney, ARPC*
Regional Vice President
Transamerica Retirement Services
*Marc Cohen*
Managing Director - Investments
Cohen Wealth Management Group of
Wells Fargo Advisors, LLC
Date:
Wednesday, August 11, 2010
Time:
11:30 am to 1:30 pm
Seminar Location:
Fins Creekside in Calabasas
23504 Calabasas Rd.
Calabasas, CA 91302
818.223.3467
Questions:
Contact Lynn Burdick
800.736.7090
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When & Where
Fins Creekside in Calabasas
23504 Calabasas Rd.
Calabasas,
CA 91302
Wednesday, August 11, 2010 from 11:30 AM to 1:30 PM (PT)
Add to my calendar
Hosted By
Polycomp Administrative Services, Inc, Transamerica Retirement Services, and Cohen Wealth Management Group of Wells Fargo Advisors, LLC
