Skip to Page Content

Event Details

    HRMA Monthly Meeting - Fiduciary Responsibilities for Your 401k

    Date: October 27, 2016, 7:30am – 9:30am
    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)

    $20 Members - $25 Guests - $10 Students
    Event Type:
    Breakfast Meeting
    iCal link
    Add to Calendar


    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.