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Member Forum Meeting
July 19, 2016
Networking & Light Breakfast 8:00 am - 8:30 am
Program 8:30 am - 10:00 am
Program 8:30 am - 10:00 am
Best Practices for Qualified Plans
It is essential for you to attend the event if you are a plan
administrator, a CFO, the HR Director or someone with responsibility in your
company for the Employee Benefit Plan. We are hosting a morning program
at the Sobel & Co. office in Livingston. You may not realize your
fiduciary responsibilities, the looming risks and the challenges you will most
likely face going forward. The dialogue from four experts will focus on
everything from legislation to plan benchmarks and financial readiness – so we hope you will join us.
Sponsored and Hosted by ACG NJ Member:
Sally Glick
Principal of the Firm and Chief Growth Strategist
Sobel & Co.
Presented by:
Principal of the Firm and Chief Growth Strategist
Sobel & Co.
Presented by:
Elizabeth Harper, Sobel & Co.
Alan Spierer, UBS Financial Services
Tom Loncar, Oppenheimer Funds
Gary Young, Scarinci & Hollenbeck
Location:
Sobel & Co.
293 Eisenhower Parkway
2nd Floor - Suite 290
Livingston, NJ
Alan Spierer, UBS Financial Services
Tom Loncar, Oppenheimer Funds
Gary Young, Scarinci & Hollenbeck
Location:
Sobel & Co.
293 Eisenhower Parkway
2nd Floor - Suite 290
Livingston, NJ
Hosted by: ACG
Chapter
New Jersey
