Where
Brookside Golf and Country Club2770 West Dublin-Granville Road
Columbus, OH 43235
Driving Directions
FEI and Everhart Advisors "Retirement Update" April 16, 2019 7:30-9:00 am
Join FEI and Steve Murlin, Retirement Plan Consultant, Everhart Advisors, for a "Retirement Update" on April 16, 2019 from 7:30-9:00 am at Brookside Golf and Country Club. Steve has 30 years of experience in the employer sponsored retirement plan industry, including investment fiduciary services and participant advisory services and participant advisory services, along with plan design and administration.
Prior to joining Everhart Advisors, Steve was an Executive Vice President of theSmith Barney K-Group and a member of the advisory committee for CitiStreetRetirement Services. Steve also served as a Vice President and Principal of Meeks & Company.
Steve is an Accredited Investment Fiduciary®(AIF®), illustrating knowledge and competency in the area of fiduciary studies, as well as a Chartered Retirement Plan Specialist (CRPS ). Steve received a Bachelor of Science degree from the University of Dayton with a specialization in Accounting.
Upcoming Events:
Tuesday, May 21, 2019 7:30-9:00 am Bruce McCain, KeyBank Economic Update Brookside Golf and Country Club
Thursday, June 29, 2019 5:30-7:30 pm Social Event Location TBD
Tuesday, July 16, 2019 7:30-9:00 am BMO Harris Bank Doing Business in Canada Brookside Golf and Country Club
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among senior level financial executives."