Professional Development Session
Presented by CBIZ Retirement Plan Services
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.
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
Date: Tuesday, February 25, 2020
- 7:30 a.m. – 8:00 a.m. Networking/Breakfast
- 8:00 a.m. – 9:00 a.m. Presentation
- 9:00 a.m. – Adjourn
8001 Rockside Rd.
Cleveland, OH 44125
Complimentary valet parking available at LockKeepers