Where
Brookside Golf and Country Club2770 West Dublin-Granville Road
Columbus, OH 43235
Driving Directions
FEI and Everhart Advisors "Cash Balance Plans" February 17, 2022 5:30-7:00 pm Brookside Golf and Country Club
Join FEI and Everhart Advisors for a happy hour and discussion on "Cash Balance Plans." Steve Murlin and and Tom Carline will include both of the following topics: "Special Tax Planning Strategies for Business Owners" and "Enhanced Retirement Benefits for Senior Executives."
Steve Murlin is a Retirement Plan Consultant at Everhart Advisors. Steve has nearly 40 years of experience in the employer sponsored retirement plan industry, including investment fiduciary services, participant advisory services, as well as plan design and administration.
Prior to joining Everhart Advisors, Steve was an Executive Vice President of the Smith Barney K-Group and a member of the advisory committee for CitiStreet Retirement Services. Steve also served as a Vice President and Principal of Meeks & Company, an actuarial and employee benefit consulting firm, where he was a Senior Pension Consultant designing and administering hundreds of employer-sponsored plans.
Tom Carline is a Retirement Plan Consultant & Wealth Manager at Everhart Advisors. Tom has over 13 years of experience in retirement plan design, compliance, and administration. Before joining Everhart Advisors, Tom lead the region’s largest independent third-party administration firm in Ohio, Kentucky, and Indiana. He has helped hundreds of companies nationwide optimize their retirement plan strategy.
In addition, Tom has over six years specializing in cash balance plans providing tax planning strategies for business owners and enhanced retirement benefits for senior executives. Overall, Tom works with small-to-medium-sized businesses to maximize the utility of their corporate retirement plan and with individuals on creating financial independence. Tom believes every business deserves a world-class retirement plan and every person a secure retirement.
Everhart Advisors is a registered investment advisor providing wealth management to individual clients and business owners and is a retirement plan advisor for companies’ 401(k) and other retirement plans. Founded in 1995, Everhart Advisors develops customized plans and solutions to help corporations build and maintain successful retirement plans and assist individuals with personal wealth management. Everhart Advisors has offices in Columbus/Dublin, OH, Dayton, OH and Fort Myers, FL. For more information, visit https://www.everhartadvisors.com .
Everhart Advisors is a member of the Retirement Plan Advisory Group (RPAG), an alliance that has built a retirement plan practice management platform designed for advisors and institutions to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Everhart Advisors is also a member of the National Association of Plan Advisors (NAPA) professional society.
Upcoming Event:
FEI Central Ohio 2022 Summer Internship Program Wednesday, March 2, 2022 6:00-7:30 pm (Revised Date) Brookside Golf and Country Club
"FEI promotes face to face quality interaction among senior level financial executives."