February 25, 2020- Professional Development Breakfast Session presented by CBIZ Retirement Plan Services

Professional Development Session

Presented by CBIZ Retirement Plan Services

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Topic:  Retirement Plan Legislative update and the Secure Act

Join us for breakfast at LockKeepers on Tuesday, February 25. Our strategic partner, CBIZ  Retirement Plans, will provide an update on a retirement plan legislation including the Secure Act.  The session will cover industry trends for 401(k), 403(b), Defined Benefit, and other plan types.

Presenter:

Tom Finnegan, Executive Vice President,  CBIZ Retirement Plan Services

Tom is the former president of the American Retirement Association (ARA) and the American Society of Pension Professionals and Actuaries (ASPPA).  He currently chairs the ASPPA Government Affairs Committee.

CPE Credits Earned: 1 hour

Event Details/Registration

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Date: Tuesday, February 25, 2020

Time:

  • 7:30 a.m. – 8:00 a.m. Networking/Breakfast
  • 8:00 a.m. – 9:00 a.m. Presentation
  • 9:00 a.m. – Adjourn

Location:

LockKeepers
8001 Rockside Rd.
Cleveland, OH 44125

Complimentary valet parking available at LockKeepers

CLICK HERE TO REGISTER