|Aspire | The CFO Preparatory InstituteFebruary 18th, 2015
8:00 AM – 9:15 AM
Easter Tower Conference Room B
5001 Spring Valley Rd
Dallas, TX 75244
You can download the presentation and handout materials here.
Our guest speaker for February is Joseph Stack, Managing Director at Pensionmark Retirement Group.
Joe will be discussing how to understand Target Date funds and how to properly select one for your plan and employees. Joe will also be discussing the recent guidance from the Department Of Labor on heightened supervision.
For nearly 20 years, Joe has advised individuals, families and businesses in many areas of the investment services market. As a CERTIFIED FINANCIAL PLANNER™ professional and ACCREDITED INVESTMENT FIDUCIARY, Joe can help address your financial concerns, identify goals, and develop sound strategies by focusing on your specific needs.