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No July 2023 Chapter Zoom Meeting
No July 2023 Chapter Zoom Meeting. Our next webinar meeting will be on Thursday 8/17/2023 3pm – 5pm.
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Secure 2.0 – Helping employers navigate through the various provisions that impact a company’s retirement plan
Secure 2.0 – Helping employers navigate through the various provisions that impact a company’s retirement plan
Please note that Registration is required for both Members and Non Members in order to participate in our webinar and will only be available until Thursday 8/17 at 9:00 am.
Member Registration:
Member: Free, e-mail your full name to: [email protected]
RCHs: 2 Units
Speaker: Jason is the Principal of Fiduciary Advisors, LLC. Jason specializes in advisory services for 401(k)s, 403(b)s, defined benefit plans, nonqualified deferred compensation programs, and executive and key employee insurance solutions. Jason holds the Certified 401(k) Professional designation by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. He earned his B.S. degree in Business Finance and retains an Accredited Investment Fiduciary and Certified Plan Fiduciary Adviser designation.