EDUCATION PROGRAM | HYBRID*
8:15AM Coffee & Networking 8:30 AM Welcome | Announcements | Presentation(s) Topic: Medicaid & Long Term Care: Looking Beyond High Net Worth Clients Presenter: Allison McMeechan | Reminger Topic: Owner Only Plans | SEP vs 401k | SEP vs 401k | Cash Balance Plan AND Small Business | SEP vs SIMPLE vs 401k Presenter: Laurel Leonard | Trinity Pension Consultants 10:50 AM Meeting to Adjourn
Continuing Education: APROVED FOR 2 INSURANCE CEs
***Important Note To Receive CE Credit via Zoom: You are required to answer all poll questions to receive credit. Partial credit cannot be granted for Zoom participants.
NAIFA Cleveland is a 501(c)6 non-profit organization.
