Please join us for the February 14, 2019 CAFP luncheon meeting.
(*Note this is a Thursday meeting @ Hunton Andrews Kurth*)
Topic: Retirement Plan Update
PRESENTERS: Jason Brafman, Director of Investments & Jeff Bograd, VP Sales & Sr. ERISA Consultant - John Hancock Retirement Plan Services. J. Cory Hoffer, MS, CFP, President, Hermitage Wealth Management
WHEN: Feb. 14, 2019 at 12:00 p.m. EST for networking and lunch followed by the presentation from 12:30-1:30 p.m. EST
WHERE: Hunton Andrews Kurth (formerly Hunton & Williams), Main Dining Room, Riverfront Plaza, East Tower, 951 East Byrd Street, Richmond, VA 23219
COST: Members, Free; Non-Members, $40 (to be paid when you register)
Please register online by noon, Friday, Feb. 8th. ONLY Register IF YOU ARE ATTENDING.
If your plans change after this time, please notify Karen Huddle immediately via email: KHuddle@odec.com or by phone 804-968-7151. Cancellations and no-shows will be billed.
DIRECTIONS/PARKING:
FROM THE NORTH ($.30 toll)
From Interstate 95 South toward Richmond, take 195 Downtown Expressway (exit 74A) . From the expressway, take Canal Street exit. Turn left at the first light onto 10th Street.
Follow 10th Street across Byrd Street, and the East Tower will be on your IMMEDIATE right. Enter the parking garage under the East Tower at level P-3, marked Visitor Parking.
From Interstate 95 North toward Richmond, take 195 Downtown Expressway (exit 74A) .
From the expressway, take Canal Street exit. Turn left at the first light onto 10th Street. Follow 10th Street across Byrd Street, and the East Tower will be on your IMMEDIATE right. Enter the parking garage under the East Tower at level P-3, marked Visitor Parking.
FROM THE EAST ($.30 toll)
From Interstate 64 West toward Richmond, take Interstate 95 South, to 195 Downtown Expressway (exit 74A) . From the expressway, take Canal Street exit. Turn left at the first light onto 10th Street. Follow 10th Street across Byrd Street, and the East Tower will be on your IMMEDIATE right. Enter the parking garage under the East Tower at level P-3, marked Visitor Parking.
FROM THE WEST ($.70 toll)
From Interstate 64 East toward Richmond, take 195 South/Downtown Expressway . Follow signs to Downtown Expressway. Once on the expressway, take 2nd Street/Byrd Street exit. Get in right lane and turn right at the third light (10th Street); the East Tower will be on your IMMEDIATE right.
All members are encouraged to bring a prospective member or guest.
LEARNING OBJECTIVES:
Learn about automation in retirement readiness and financial stability planning. Explore the tax benefits offered through dynamic enrollment in qualified, non-qualified and Roth opportunities. Discuss emergency savings strategies to prepare for unforeseen events.
Program Level: Basic
Intended Professional Level: Intermediate
Prerequisites: None
Advance Preparation: None
1.0 CPE Credit in the field of FINANCE provided by BDO and 1.0 CTP Credit
Participation Requirements for CPE Programs
To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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