Description
---INVITATION ONLY EVENT---PLEASE CALL 469-253-7697 FOR MORE INFO!
Plan Sponsors located in North Western Dallas area can enjoy a casual plated lunch at Calabrese, a popular eatery in Southlake, with plan experts to enjoy fellowship and answer questions about how to make retirement plans more efficient, make sure that fees are in line with industry norms, discuss changes, and potential changes in laws and policy affecting plan sponsors, business owners, and employees. Learn about plan design options for efficiency in taxation and potential advanced strategies for accumulation.
Date and Time
Sat, Mar 01, 2025
11:30a - 12:30p CST
Location
Calabrese - Downstairs Boardroom
Note
Only pre-registered guests accommodated. The Calabrese Downstairs Boardroom capacity is 15 guests, must be invited to attend.