The 3PS to Managing a Retirement Plan

Proactive:  Create an Investment Policy

Prudent:  Monitor investment fees and performance

Planful:  Put a process in place to recognize risk and reduce exposure

Our presenters will identify a process that employers can follow to manage retirement plans, recognize risks, and reduce exposure to litigation or audit.

Register for this free webinar by Sept 15.  Instructions for participating in the webinar will be e-mailed to you.

11-11:30 a.m. CDT - Presentation
11:30 - 11:45 a.m. - Q&A

SVA Consulting Where Business and Technology Meet!

Presenters:  Sean Cote, AIF; Dan Gibson, CFP; Chris Thomas

SVA Wealth Mangement
Registered Investment Adviser
An Affiliate of Suby, Von Haden & Associates, S.C.