Events and Dates


March 2, 2012

Stable Value Evolution: How Stable are Stable Value Retirement Plan Investments
Lockkeepers Restaurant – Lunch Service at 12 noon, Registration 11:45am

Register

March 1, 2012

Stable Value Evolution: How Stable are Stable Value Retirement Plan Investments
LACENTRE – Breakfast at 8:00am, Registration 7:30am
Hyde Park: Prime Steakhouse – Lunch served at 12 noon, Registration 11:30am

Register (Breakfast)
Register (Lunch)

June 22, 2011

Evaluating Investments & Products Sponsors Make Available to Employees
Lockkeepers Restaurant – Lunch Service at 12 noon, Registration 11:45am

April 26, 2011

Be careful of 401(k) "education"
100th Bomb Group – Breakfast & Registration at 7:30am, Discussion 8:00am

February 23, 2011

Evaluating & Benchmarking Plan Fees
Lockkeepers Restaurant – Lunch Service at 12 noon, Registration 11:45am

November 2, 2010

Evaluating Fiduciary Status & Best Practices
Lockkeepers Restaurant – Lunch Service at 12 noon, Registration 11:45am

September 22, 2010

Creating & Implementing Participant Education Strategy

July 20, 2010

Evaluating Target Date Funds & Building Portfolio Models for 401(k) Plans
3 P.M. Live Webex

June 23, 2010

Evaluating Target Date Funds & Building Portfolio Models for 401(k) Plans
Lockkeepers Restaurant – Lunch Service at 12 noon, Registration 11:45am

May 25, 2010

Cleveland SHRM Legal Series: 2010 401(k) Plan Symposium

While we attempt to make as many events as possible available to our friends and clients, we are sometimes forced to limit attendance due to space constraints or topics discussed. If there is a particular event that you feel you would have liked to have attended or would like to attend in the future, feel free to contact us. It is always our intention to make our events unique and memorable, and your input is greatly appreciated.

This site is published for residents of the United States only. Raymond James’ financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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