Webinar - Making the Most of Your Practice’s Retirement Plan

Making the Most of Your
Practice’s Retirement Plan

Tuesday, October 6th
9:00am-10:00am

Presented By:
Joe Dillion, CFP, CLU - Curi Capital

SESSION DESCRIPTION:

Running a practice is complicated, but setting up a retirement plan for your employees doesn’t have to be. This session will take attendees through key questions to consider as they assess the quality of their current plan’s service providers, the value (or lack thereof) of their plan’s investment lineup, and how to best educate and engage their practice staff with a benefit that can make their years of hard work worth the wait.

We’ll use a case-study approach to discuss some of the most common issues that plan administrators and sponsors face—from hard-to-reach and costly service providers to overly complex and suboptimal investment lineups. We’ll also take attendees through tangible ways to address these concerns—with the goals of saving on administrative costs and increasing a plan’s ability to support full employee participation along the way.

(Members Attend Free, Non-members $35.00)

HOW TO JOIN THE WEBINAR: Please use the link provided in the confirmation email to complete your registration. 

Continuing Education Units, CEU's:

Earn up to 1.0 continuing education unit hours for each hour of education from the ACMPE, American College of Medical Practice Executives. Our events are eligible for continuing education units as awarded by other professional associations. We recommend that you contact your professional association for their approval process.