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Upcoming Events

Throughout the year, our Pension and IRA Consultants share the benefits of qualified retirement plans and self-directed IRAs through participation in seminars, webinars, and conferences.

Upcoming Events

We invite you to join us at any of our upcoming seminars, exhibition booths, or speaking engagements shown below. If you do not see any upcoming events in your area, please check back again soon or call us to schedule an appointment with one of our Consultants!

Schedule an Event

If you would like to hold a private seminar for your office, or would like one of our Consultants to speak at your event, contact our Sales and Marketing department at education@polycomp.net or 800.952.8800.

NORTHERN CALIFORNIA

5-17-2012 - Legislation, Opportunity, and the Perfect Plan
Suede Blue Restaurant in Roseville, CA
11:30 am - 1:00 pm

This event is designed for retirement plan advisors, CPAs, and attorneys. Join Aaron Karr, APA, QKA and Bridget Powers of Polycomp, Kenneth Ruthenberg, Jr. of Chang, Ruthenberg & Long, Chris Wilhelm, from ING, Marcie Major of Paylocity, and Chistopher Rodzen of Fidelity as they discuss recent legislative activity, court case studies, plan design options and ways to integrate payroll into 401(k) plans, and opportunities for sales and consulting. » LEARN MORE AND REGISTER HERE

If you have further questions, contact Karin LeCocq at klecocq@polycomp.net or 800.952.8800.

RECENT EVENTS

5-03-2012 - "Pre Cinco De Mayo" Retirement Plan Lunch & Learn at Morgan Stanley. This presentation focused on defined benefit plan basics and retirement plan prospecting. Presented by Bridget Powers of Polycomp, and Matt Newdigger of The Hartford.

SOUTHERN CALIFORNIA (L.A. AREA)

5-22-2012 - Overcoming Large Plan Challenges
Courtyard Marriott in Sherman Oaks, CA
11:45 am - 1:30 pm

This event is designed for retirement plan advisors, CPAs, and attorneys. Join Amanda Asherson, APR, QKA of Polycomp, Francisco Navarro of Lincoln, Amy Coy of Farber Hass Hurley LLP, and John Lacey of MFS Investment Management as they discuss challenges facing large qualified retirement plans, including fee disclosure, audit and plan design challenges and how to overcome these challenges. » LEARN MORE AND REGISTER HERE

If you have further questions, contact Karin LeCocq at klecocq@polycomp.net or 800.952.8800.

6-5-2012 - Sharpen Your Retirement Plan I.Q.
Maggiano's Little Italy in Woodland Hills, CA
2:30 pm - 5:00 pm
Eligible for 2 CE credits

This event is designed for retirement plan advisors, CPAs, and attorneys. Join Amanda Asherson, APR, QKA of Polycomp, Roger Rocha of Guardian, and Larry Uyeno of Stadion Money Management for an evening promising 3 valuable retirement plan strategies that you can use with your new and old retirement plan business - (1) creative plan design options, (2) bundled versus unbundled selection, and (3) broker fiduciary best practices. We'll also be providing refreshments and snacks for your enjoyment. » LEARN MORE AND REGISTER HERE

If you have further questions, contact Karin LeCocq at klecocq@polycomp.net or 800.952.8800.

SOUTHERN CALIFORNIA (SAN DIEGO AREA)


None at this time

RECENT EVENTS

4-17-2012 - Control Groups and Affiliated Service Groups: What Does It All Mean? Presented by Western Pension & Benefits Conference, San Diego Chapter (Attended by Scott Ann Setzer)

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Testimonial

"I found the [401(k) Boot Camp]to be very beneficial. We will be integrating this into our training program for those advisors trying to market 401(k)s. Great job, Amy!"Steve J. Wright, CLURegional Managing Director