Wealth & Retirement

Retirement Plan 401(k)/403(b) Virtual Bootcamp

September 27, 2022

9:00 - 10:00 a.m. ET


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About Webinar

Our Retirement Plan 401(k)/403(b) Bootcamp series returns virtually on September 27. We hope you will join us for the next installment as we cover:

Retirement / Legal Update: What's coming and how you should prepare
2022 New Audit Regulations
Financial Wellness: Your Employees are Asking, How Do You Deliver?

The HR Certification Institute has pre approved this activity, ORG PROGRAM 603299, for 1.0 (HR (General)) credit hours towards the aPHR ®, PHR®, PHRca ®, SPHR®, GPHR®, PHRi ® and SPHRi ® certifications. The content of the activity submitted has met the criteria of the Approved Provider Program. Please be sure to note the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org

Speakers

Kelsey Mayo

Partner

Poyner Spruill

Eric Ritz

Senior Manager

GreerWalker

Peter Marriott

Assistant Vice President

NFP Retirement Plan Advisor

Insurance services provided through NFP Corporate Services (SE), Inc., a subsidiary of NFP Corp (NFP). Doing business in California as CBA of North Carolina Insurance Agency (License#OK26588). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with NFP or NFP Corporate Services (SE). Investor Disclosures - Investor Disclosures | Kestra Financial - Industry-Leading Independent Broker Dealer

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