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

For More Information:

Marjorie Dykes
Marjorie Dykes
Marketing & Events Director Georgia Manufacturing Alliance (770)338-0051