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.
Eric Endress, Vice President, CBIZ Retirement Plan Services
Tom Finnegan, Executive Vice President, CBIZ Retirement Plan Services
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