Brea(k)fast with the Experts - Fall 2019

BREA(k)FAST WITH THE EXPERTS

Legal and Regulatory Update

A lot is happening in Washington D.C. around healthcare and improving access to retirement plans. This breakfast is an educational workshop for Finance, Human Resource and Benefits Executives, Business Owners, and Fiduciaries. Join us to learn about and discuss:

• “Medicare For All”
  What Does It Mean?

• Recent 401(k) Lawsuits
  What We Can Learn?

• Legislation & Regulatory Update
  SECURE Act, Proposed MEP Regulation and More

• Action Plan For Employers
  How to Benchmark 401(k) Fees, Reduce Fiduciary Liability Through Process & Implement Other Best Practices

Dayton Workshop | Tuesday, October 8, 2019

Moraine Country Club
4075 Southern Blvd., Dayton, OH 45429

Columbus Workshop | Wednesday, October 9, 2019

Scioto Country Club
2196 Riverside Dr., Columbus, OH 43221

RSVP by Friday, October 4th

*Please choose which location you would like to attend when registering

SPEAKERS

• Brian Hanna, AIF® | EVP-Retirement Plans | Everhart Advisors

• Scott McGohan | CEO | McGohan Brabender

• Deborah A. Boiarsky | Partner | Porter Wright

• Greg M. Daugherty | Partner | Porter Wright

AGENDA

7:30 - 8:00 AM - Breakfast
8:00 - 11:00 AM - Presentations

Please bring your ticket with you to help speed up the check-in process! Either print them out or access them through your mobile device.

3 hrs of CPA/PHR CE Credit

Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Everhart Advisors a Registered Investment Adviser. Everhart Advisors is not a subsidiary or control affiliate of MACC.

*For more information visit: http://everhartadvisors.com/professional-designations/

Please note, this event is underwritten in part by sponsors of investment products.