Archive for the ‘Seminars’ Category

How to Design and Maintain the Ideal 401(k) Plan Seminar

July 29, 2014 @ 11:55 pm posted by UDIO Edge Web Developer

Description: I am co-hosting this presentation with Cheryl Pasierb, a third party administrator.  This seminar is for businesses that offer a 401(k), or businesses that want to learn whether a 401(k) is right for them.

Location: Berlin Ramos – Certified Public Accountants – 11200 Rockville Pike, Suite 400 – Rockville, MD 20852

Register: Please call Susan Harris at 301-294-7500 or email to reserve your seat.

Cost: FREE. Beverages and light hors d’oeuvres & pastries will be served.

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Lunch & Learn brown bag series

@ 11:51 pm posted by UDIO Edge Web Developer

Description: Everyone knows they should actively prepare for retirement, but most people do not know exactly what they need to do today to maintain their standard of living in retirement. In addition, most people do not have the knowledge, resources or time to manage their 401(k) effectively in both up and down markets.This seminar provides two benefits to you: (1) you can use this information to benefit your own financial situation; and (2) you can evaluate this presentation and determine if it would be beneficial to your employees. We will be discussing:

  • Retirement Gap – We will show you an easy, quick way to calculate your Retirement Gap, which is the difference between what you are saving now and how much you should be saving each month to maintain your desired standard of living in retirement.
  • Why people lost so much money in the last two recessions and how to minimize losses in the future.
  • Why Target Date funds do not live up to the hype and why many professional money managers prefer not to use them.
  • A step-by-step process to manage your 401(k) and how to implement what you have learned.

Location: 8601 Georgia Ave. Suite 203 – Silver Spring, MD 20910 – Park on the street or in the parking decks at Fenton & Cameron Street or Fenton & Ellsworth.

Register: Brown Bags are open to the first 20 registered. Register by emailing company, name, and phone number to Susan Harris at

Cost: FREE. Water and snacks provided; please feel free to bring your own lunch

Event Registration

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