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As we venture towards the end of 2023, let’s review the latest strategies, solutions, and topics surrounding a sound retirement program. Learn what’s hot and what’s hotter in the retirement plan landscape.

Join VonLehman CPA & Advisory Firm, HORAN Wealth, and Bricker Graydon, on Tuesday, November 14th as we discuss what is on the horizon for retirement plans. During this presentation, you will hear from Paul Carl (Vice President, Retirement Plan Consulting with HORAN Wealth), John Kirk (Attorney, Bricker Graydon), and Kerri Walz (Manager, VonLehman CPA & Advisory Firm). These industry experts will dive into audit findings, asset allocation techniques, pooled employer plans, lifetime income solutions, and more. If you have questions for these presenters, please submit them when you register.

Event Details

Date & Time

11/14/2023, 12:00 pm - 1:00 pm

Venue

Online

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