- Interested in learning more about the American Funds PlanPremier TPA program?
- Want to know the lastest about the mandatory document restatement process, and how your clients will be impacted in the next two years?
- Do you have any general questions on retirement plan issues you'd like to ask?
- Or how about having an informal round table discussion with other investment advisors in the area to find out how they are handling issues?
Come join us for an informal discussion on these issues at our quarterly get-together. This time we'll be hosting the meeting in-house and providing breakfast.
So join us on Wednesday, June 25, 2008 at 8 am at our office. RSVP through the 'Comment' section below.
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