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  • MWTA Networking Event

MWTA Networking Event

  • September 23, 2010
  • 4:30 PM - 6:59 PM
  • Raymond James, 31500 Northwestern Hwy, Ste 150 Farmington Hills, MI 48334
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Registration is closed

Join other tax professionals for an evening of coffee, smoothies, hors d'oeuvres, and networking at Raymond James & Associates.  

4:30   Registration, light hors d'oeuvres, beverages.

5:15   Business Owners and their Retirement Plan – 10 Mistakes Fiduciaries Make

          Managing plan’s investment offering

          Monitoring the fiduciary risks that affect your plan

          Enhancing employee education, communication and 404(c) compliance

          Tax planning considerations

Colleen Theuerkauf, CFP, MBA – Raymond James & Associates

Shannon Maloney, CEBS, Regional Vice President, Transamerica Retirement Services

5:45   Networking

Michigan Women's Tax Association © - Email us
P.O. Box 1402, Birmingham, MI 48012

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