Don’t miss out – register now prior to filling up!
To include your plan participants, please contact us.
June 18, 2020 @ 12pm EDT
Don’t miss out! We’re opening our private office hours sessions to everyone in our new virtual Coffee Talks.
HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing.
JOIN US for an entertaining and informative presentation with host Mark Geraigery:
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
In our current environment, employers are focused on reducing costs, often by reducing employee benefits. Employers are also seeking to bolster the benefits available to their team members – and learn how you can do just that at no additional cost.
Join us June 16 – 10:00 am Eastern as PensionmarkMeridien hosts Kate Greene and Katie Dreiling from Colonial Life for a discussion on how offering voluntary benefits can help to reduce costs, increase benefits offered to employees, and provide a virtual enrollment solution, reducing HR enrollment workload.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
Plan Sponsors are facing challenging times as a result of the Covid-19 pandemic and resulting impact to our economy. Attend this course to gain insight into the mindset of retirement plan sponsors. What actions they are taking with their plans and the changes they face in this challenging environment. What specific questions are they asking their financial advisors, and how does the Coronavirus Aid, Relief, and Economic Security (CARES) Act affect plan operations?
Join PensionmarkMeridien and The Retirement Learning Center (info@retirementlc.com) as they present:
Practical and Tactical Actions for Plans Amid the Challenging Environment
When: June 11th 10:30-11:30 EDT
Who should attend?
Accountants
HR Professionals
Legal Professionals
Financial Professionals
Why you should Attend:
Learn what plan sponsors are asking about their plans in light of the current environment.
Get the latest updates on law changes and regulations affecting retirement plans.
Understand the steps to conducting a cash-flow analysis in layoff situations.
Think about ways to invigorate plan designs and the plan governance process.
This presentation has been accepted by CPE and SHRM for 1 hour of CE credit Program is free.
A national scope with a local presence, we are committed to helping companies, individuals and non-profit organizations navigate a complex financial world and deliver services and solutions that help build, preserve and transfer wealth.
About the Retirement Learning Center:
Continuing Education Center, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.NASBARegistry.org
Pensionmark Financial Group, LLC/Pensionmark Meridien and The Retirement Learning Center are unaffiliated entities.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
No worries if you missed today’s webinar, you can catch a replay of it here.
We’re opening our private office hours sessions to everyone in our new virtual Coffee Talks with host Mark Geraigery.
In a concise but impactful 25-minutes you can learn more about:
The latest market changes
How to understand and handle new dynamics
What potentially lies ahead for businesses
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
As we wrap up 2019 and enter 2020, there is only one thing we know for certain: nothing is certain. So how can you prepare?
Listen in as Deputy Chief Economist at First Trust, Bob Stein, and Pensionmark Senior VP of Investments,Ronnie Cox, share their deep knowledge of economic developments, market trends, and geopolitical insights to help you plan for the uncertainty.
Pensionmark® Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark® is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
