Wednesday, September 3010:00 – 11:00 a.m. On September 30, 2020, I will be a panelist in a Webex presentation that will include a retirement plan auditor, the Regional Sales Director for one of the nation’s largest retirement plan recordkeepers, and an investment advisor. Topics will include how to prepare for a plan audit, key elements […]

Thursday, May 4 8:00am – 3:30pm Inverness Hotel and Conference Center 200 Inverness Drive West, Englewood, 80112 I will be presenting at an event sponsored by USI Colorado called “USI University.” The event, which will be held at the Inverness Hotel, will include breakfast, lunch and happy hour, and will consist of 10 presenters addressing […]

Thursday, September 8, 2016 8:30 am – 12:00 pm University of Denver 2044 East Evans Avenue, Denver 80208 On Thursday, September 8, I will serve as one of the presenters at a seminar sponsored by Compass Benefit Partners, LLC. The seminar will run from 8:30 am – 12:00 pm, and it will be held at […]

Tuesday, September 20, 2016 11:30 am – 1:00 pm Maggiano’s Little Italy – Denver Tech Center 7401 South Clinton Street, Englewood 80112 On Tuesday, September 20, I will present at a seminar that I am co-sponsoring with Castle Rock Investment Company.  Any independent brokers and insurance agents who provide services to retirement plans and/or IRAs are […]

Upcoming Speaking Engagement Thursday, June 30, 2016 11:30a.m. – 1:00p.m. Strategies Capital Management 1900 Wazee Street, Suite 1535, Denver 80202 On Thursday, June 30 from 11:30a.m. – 1:00 p.m., I will present at the downtown Denver office of Strategies Capital Management, during a lunch seminar regarding the DOL’s new fiduciary rules, including topics such as: “Fiduciary […]

Upcoming Speaking Engagement Wednesday, May 25, 2016 On Wednesday, May 25, I will present at the Colorado Society of CPAs’ annual full-day employee benefits conference. I will provide a legal update covering such topics as permissible mid-year amendments to safe harbor 401(k) plans, recent changes to the IRS’s correction programs for retirement plans, and changes […]