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SPEAKERS:
Lori Spivey, CPA, CFP
®, President &Owner, Financial Directions Group
Lori has over 25 years business experience helping growth and technology businesses, has 17 years with Big Six accounting firm and 7 years as partner, has 3 years CFO experience, has an MBA (with distinction) from Wake Forest University, holds Series 7, 24, 63 & 65 securities licenses with First Allied, is a Registered Principal and Investment Advisor Representative with First Allied Securities, Inc. and is actively involved with the Council for Entrepreneurial Development.
Shannon Bradsher, Senior Benefits Consultant, Financial Directions Group
Shannon Bradsher, Senior Benefits Consultant, Financial Directions Group has over 25 years experience in the design, investment, and administration of qualified retirement plans, has 6 years as Principal and Director of Employee Benefit Trusts of an independent trust company, has 8 years retirement plan services and client relationship management experience, has a Bachelor of Science in Business from Wake Forest University, holds Series 6 and 63 securities licenses with First Allied, is a Licensed Life and Health Agent, and is a Registered Representative with First Allied Securities, Inc.
TOPIC: What's Hot in the World of Retirement Plans
Presentation will cover issues such as fiduciary liability, 401(k) fees, top compliance issues, and other hot topics and trends.
WHERE: GlaxoSmithKline - 5 Moore Drive, Commercial Operations Center Building (driving directions)
MEETING SPONSOR: FINANCIAL DIRECTIONS GROUP
Financial Directions delivers independent financial solutions to employers, business owners, and executives. They are a team of professionals specializing in investments, insurance and finance. Their tailored approach helps clients define and reach their employee benefit, executive benefit and wealth management goals.
NOTICE --- You are welcome/urged to send a substitute if you cannot attend, however, if you do not attend OR cancel by the Sunday before the meeting by emailing marieke.pieterman@cygnalgroup.com you will be assessed a $25 "no show" fee, as the chapter incurs expenses for each registered individual. You may also avoid the $25 "no show" fee by sending a substitute. Thank you for your understanding of the need to manage chapter finances responsibly!
COST: RWHRMA Members - $0; TSHRM Members - $18; Non-Members - $25
WHEN: January 27, 2010
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