Navigating Challenges, Maximizing Opportunities: Insights from Industry Professionals
Don’t miss your chance to join us for lunch and an expert panel discussion tailored for Northern Colorado business owners, CEOs, CFOs, and HR Professionals. This exclusive roundtable event hosted by 401k Extra, isolved, Empower, Harlowe & Falk LLP, and Definiti aims to enhance your company’s retirement plan and benefits.
Your host, Fran Gillis AIF, QPFC, PPC, CFWP, Managing Director of Retirement Plan Services at 401k Extra, will lead the discussion alongside our esteemed panel of industry professionals:
During this professional roundtable, our industry insiders will cover various strategies to enhance your retirement benefits, including the impact of M&As on retirement plans, top industry trends, wage and hour claims, risk mitigation strategies, tax-efficient plan design, IRS/DOL audit discoveries, leveraging AI in HR, and payroll integrations.
Most importantly, we want to hear from you! Attendees will have the opportunity to guide the discussion and ask questions tailored to their company’s needs.
Doors will open at 11:30 am for anyone who wants to network and enjoy an early lunch. Space is limited, so RSVP now to secure your spot!
Your host, Fran Gillis AIF, QPFC, PPC, CFWP, Managing Director of Retirement Plan Services at 401k Extra, will lead the discussion alongside our esteemed panel of industry professionals:
- Brooke K. Cozort, JD CPC, ERISA Attorney – Harlowe & Falk LLP
- Ivan Camacho, Regional Vice President – isolved
- Josh Haynes, Regional Sales Director – Empower
- Mike Albertsmeier, Regional Sales Consultant – Definiti
During this professional roundtable, our industry insiders will cover various strategies to enhance your retirement benefits, including the impact of M&As on retirement plans, top industry trends, wage and hour claims, risk mitigation strategies, tax-efficient plan design, IRS/DOL audit discoveries, leveraging AI in HR, and payroll integrations.
Most importantly, we want to hear from you! Attendees will have the opportunity to guide the discussion and ask questions tailored to their company’s needs.
Doors will open at 11:30 am for anyone who wants to network and enjoy an early lunch. Space is limited, so RSVP now to secure your spot!
Date and Time
Tuesday Apr 9, 2024
12:00 PM - 1:00 PM MDT
Location
Panel discussion with lunch provided - REGISTER NOW
Fees/Admission
Lunch will be provided to all attendees and registration is free.
REGISTER NOW
Printed courtesy of www.loveland.org – Contact the Loveland Chamber of Commerce for more information.
5400 Stone Creek Circle Suite 200, Loveland, CO 80538 – (970) 667-6311 – mmccloughan@loveland.org