Please join us for our May meeting!
Date and time
Thursday, May 2 · 12 – 1pm EDT
Location
Best Western Plus Oceanside Inn
1180 Seabreeze Boulevard Fort Lauderdale, FL 33316
SELF PARKING WILL BE COMPLIMENTARY!
Please register via Eventbrite
We are excited to have guest speaker, Daniel Seghi, a Financial Advisor with Edward Jones for an insightful discussion on Employee Education on Retirement Plans as well as Employee Education in the workplace. He will also be joined by Charles Sosa, a retirement plan counselor at Capital Group as an added resource.
Daniel can offer value to your companies as a benefit to come in and educate employees complimentary about the importance of saving for retirement and enrolling in their retirement plan as well as provide an overview and analysis of your current plan that you offering your employees.
Daniel has over 20 years’ experience in working with businesses retirement plans and helping employees reaching their financial goals. Daniel graduated from the University of Maryland in 2002 with a degree in Business Management. Daniel lives and works in Broward County, FL
For more information, please contact us
Members, if you have any ideas for future speakers or events, please let someone on the Board know. And don’t forget to volunteer to host a meeting (we now pay $25 inclusive to the host property for our meetings).