Who: Dale Vlasek and John Wirtshafter are speaking with The Principal Financial Group® at an upcoming private briefing breakfast.
What: The purpose of the session is to talk about ways companies may be able to increase their qualified and non-qualified retirement plan business. They will discuss cash balance plans, deferred compensation plans and other non-qualified retirement plans, their design, and where they and other potential services can be used effectively for your clients.
Where: Embassy Suites, Independence, Ohio