Expert Seminar Series

The Expert Seminar Series is an educational resource we provide to our valued partners and advisors. We are committed to leveraging our respective strengths--industry expertise, market knowledge, and legislative developments affecting the industry.  As part of our commitment to train, coach, and help financial professionals achieve results, we have a group of passionate and nationally renowned speakers available to help educate and inspire your advisors.

We also offer continuing education credits for some of our topics.  With advance notice, we can prepare a custom presentation for your group on any topic relating to retirement plans.
Seminar topics include:

  • 401(k) Plan Basics
  • Cash Balance Plans
  • Cross Tested Profit Sharing Plans
  • 457 Deferred Compensation Plans
  • Non-qualified Plan Basics
  • Qualified Default Investment Alternatives
  • Dividing Plan Benefits in a Divorce (QDRO)
  • Automatic Enrollment in Plans
  • 401(k), 403(b) & 457: What's the difference and does it matter.
  • ERISA Fiduciary
  • ERISA Compliance Reviews

Contact Steve Sokolic directly at 856-368-7215 for more information, or to schedule a seminar today.