Managing Your 401k - Duluth

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Wednesday, January 24th, 2018
7:30 AM - 9:00 AM
The 1818 Club
6500 Sugarloaf Parkway
Duluth, GA 30097
2018-01-24 07:30:00 2018-01-24 09:00:00 America/New_York Managing Your 401k - Duluth The 1818 Club 6500 Sugarloaf Parkway Duluth, GA 30097 Marjorie Dykes marjorie@georgiamanufacturing.com

Event Details

Managing Your 401k in an Ever Changing Environment 

This session is ideal for Owners, CEO’s, CFO’s, and HRVP’s and will cover the regulations, legislations, and best practices for a successful 401k program.  Topics covered will include:

  1. How to simplify plan management
  2. The latest legislative and regulatory trends
  3. How to protect yourself in a DOL audit

* Breakfast is provided

About the Speakers:

 Randy Brunson is the founding principal of Centurion Advisory Group.  He has invested most of his thirty five year career in the area of financial services and helped found Centurion Advisory Group in 2006.  Randy studied engineering and marketing at UT Chattanooga, and he currently holds the Accredited Investment Fiduciary (AIF®) designation.   He has completed studies in qualified plan design, estate planning, and business transition planning.


Kiyo Kojima is a partner at the law firm of Smith, Gambrell & Russell, LLP, and routinely advises clients in corporate formation, governance and compliance matters.  He also counsels clients in all areas of labor and employment law - including benefits, plan design, and plan management matters - and as a part of this, represents employers before government agencies such as the EEOC, DOL, and NLRB.

 

AGENDA:

7:30am       Registration, networking, and breakfast

8:00am       Panel discussion with Randy Brunson and Kiyo Kojima

8:45am       Q & A and summary

 

 

 

Candace Jackson View
Candace Jackson Business Assurance Director Moore Colson
Jason Moss View
Jason Moss CEO Georgia Manufacturing Alliance
Randy Brunson View
Randy Brunson CEO Centurion Advisory Group
Marty Gates View
Marty Gates 401K Services Director Centurion Advisory Group
Joel  Alzola View
Joel Alzola Business Assurance Senior Manager Moore Colson
Laura Madajewski View
Laura Madajewski Sr Audit Manager; Manufac./Distrib Practice Leader HLB Gross Collins, P.C.
Henry Levine View
Henry Levine Financial Advisor HPL Consulting, LLC
Paul Atkinson View
Paul Atkinson Partner Smith & Howard
Lori Wagnon View
Lori Wagnon Partner Smith & Howard
2 Other Registered Attendees

For More Information:

Marjorie Dykes Marjorie Dykes
Marketing Director Georgia Manufacturing Alliance