Your Fiduciary Duty: Employer Sponsored Retirement Plans

February 20, 2020
11:00 AM - 1:00 PM

Monarch Country Club
1801 SW Monarch Club Drive
Palm City, FL 34990
Venue website

Are you in charge of a 401k plan... do you know what and what NOT to do?

Douglas Marcello, Financial Advisor - Edward Jones

P:  772.219.1732

Email Address: [email protected]

 

Participants will be guided through an explanation of the fiduciary duties that employers have by looking at different cases that have made their way to court.  

Participants will:

● understand their fiduciary duties
● learn the specific steps to take to be in compliance
● gain insight into legal ramifications
● be able to identify common mistakes

Doug is a native Floridian, husband, and father of two boys.  He spent seven years in education before changing careers to a financial advisor.  In his business, he trains other financial advisors and works with individuals and businesses to educate them on their financial planning options. He is also a Chartered Retirement Plans Specialist (CRPS), a credential for those who create, implement, and maintain retirement plans for businesses.

 

Tickets

$25.00 Member Ticket

$30.00 Non-Member (Guest)