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Retirement Planning Best Practices

May
9
2017
Tue 3:00 PM to 5:00 PM

This event has been canceled

This topic is one that can be daunting - this presentation will raise your awareness-or provide a good review of basic fiduciary principles, cause you to reflect on your current practices - maybe they are sufficient or maybe they could use some improvement, come up with questions for your service providers, but most of all, arm you with information that will help you explain the importance of these requirements to your staffs and superiors as well as to get the message across that compliance is doable - and you can be protected from liability.

It just takes a governance structure, clear, documented processes and procedures which are adhered to, and good service provider partners.

About the speakers:

Javier Tafoya

Javier Tafoya is a Financial Consultant with AXA Advisors in Denver, Colorado. He coordinates strategies designed to build and protect the wealth of his clients providing tax efficiency in all aspects of design and implementation, including the management, distribution, and transitioning of client's assets. Tafoya brings his unique experience as a business owner to help Business Owners and Executives address three distinctive business concerns; business strategy, tax efficiency, and succession planning.
Tina Anstett

Tina Anstett, Director of Advanced Markets at AXA Distributors, LLC and prominent ERISA attorney. Anstett specializes in the design, implementation and ongoing administration of employee retirement programs, bringing her knowledge and experience regarding ERISA and fiduciary issues and the effects of changes in corporate structure and other corporate transactions on employee benefit plans. She is a frequent speaker at industry conferences and a presenter of seminars, webinars and training programs.


Cost :
Standard course fee - $35.00
Bronze Denver Metro Cha mber Members - $25.00

Gold/Silver Denver Metro Chamber Members - Free


Register to Attend Here

Fee: $ 35.00

Phone: 303-620-8076

Location

Denver Metro SBDC
Denver Metro Chamber of Commerce 1445 Market St., 5th Floor Denver, CO 80202
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