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Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.
Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.
Our office will be closed for Independence Day on Tuesday, July 4. We apologize for any inconvenience.
Due to the weather, our physical offices will be closed Wednesday, 2/15; however, our we will be serving clients remotely. Please contact us via phone or email. Our physical offices will reopen for regular business hours on Thursday, 2/16. Please stay safe and warm.
Whether you’re a business owner with an existing retirement plan or if you are considering starting one, you’ll want to join our retirement plan panel discussion.
Learn about keeping a healthy 401(k) or 403(b) plan that engages and encourages your employees to save and invest for their financial future. Local experts will discuss trends and share insights including: how to prepare for an audit, five effective ways to run a healthy plan, key elements of an exceptional plan trustee meeting, DOL red flags, 401(k) and 403(b) common compliance concerns and an update on ERISA litigation.
Featuring:
Ellen Fisher, Audit Partner, Stockman Kast Ryan + Company
Ed Frado, Esq., Law Office of Ed Frado, LLC
Josh Haynes, Regional Sales Director, Empower Retirement
Hosted by Rob Wrubel, CFP® AIF® AEP®, Cascade Investment Group, Inc.
Sponsored by Eastern Colorado Bank
