Designing Your Retirement Plan Around Today’s Challenges

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  • 8/7/2018
  • Webinar
  • Speaking Hosting

Carefully planning and designing your retirement plan is as important as ever in today’s evolving financial landscape. This webinar examined how well your current plan design is working for your organization and employees, potential improvements, and other steps you can take to design a new plan or help get the most out of your existing plan.

Speakers:

Denise Falbo, Director – TPA Operations, CLA
John Stiglich, Principal, CliftonLarsonAllen Wealth Advisors, LLC 

Event materials

For more information:

  • Reshma McHale
  • Marketing Associate
  • CLA Milwaukee Innovation Drive