Event Details
HRMA Monthly Meeting - Fiduciary Responsibilities for Your 401k
| Date: | October 27, 2016, 7:30am – 9:30am |
| Location: | Wingate by Wyndham - 8060 Old Oliver Rd. (South of I-90 off of Peach Street, take Oliver Road and turn right onto Old Oliver Road) |
| Price: | $20 Members - $25 Guests - $10 Students |
| Event Type: | Breakfast Meeting |
| iCal link | Add to Calendar |
Agenda:
Time: 7:30am – 8:15 a.m. – Networking/Breakfast
8:15 – 9:30 a.m.– Business Meeting/Speaker
Robert M. Cacchione, CFP, C(k)P The Ranalli/Pfeffer/Stockard Group
Wealth Management Team
Merrill Lynch, Pierce, Fenner, & Smith Inc.
Robert will present the Fiduciary Failures and Defined Contribution in Review. He will conclude with a case study of lawsuits.
