Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165 / F: 925.778.1163
Where
Round Hill Country Club (Vista Room South)3169 Roundhill Road
Alamo, CA 94507
Driving Directions
Program is Sponsored by:
Franklin Square Capital Partners
John Sorrell -- (925) 838-1700
Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at
http://www.fpanet.org/Chapters/EastBay/Sponsors/
FPA East Bay Breakfast Meeting 3/5/14
Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
A Review of Qualified Retirement Plans Under Current Law
Presented By: Adam Zuro, B.S., Nicholas Pension Consultants
(1 CEU will be provided by NPC)
(1 CEU will be provided by NPC)
Adam Zuro, B.S.: has installed over 1,000 plans in the San Francisco Bay Area. As well as designing and installing plans, he annually meets with the business owners and plan participants to explain and discuss any changes on the operation of the plan. Adam graduated from Chico State with a Bachelor of Science in Finance.
Wednesday, February 5, 2014
7:15am -9:15am
Charge: $30.00 FPA Member | $40.00 Guest