Thursday May 11, 2017

7:30 AM to 11:30 AM EST

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Music Box Supper Club
1148 Main Ave.
Cleveland, OH 44113

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Maria Stenina
Oswald Financial, Inc.

On a Different Note: Sound Retirement - Oswald Financial Inc.'s 2017 Seminar

Join us for an engaging seminar at the Music Box Supper Club for a series of dynamic presentations on Financial Wellness, Department of Labor & Tax Reform, and Managing Risk as a Plan Sponsor by Aiming to Avoid Bad Audit Results and Corrections. We also have a special motivational presentation segment by Steve "Gonzo" Gonzalez, A Master Chief and Retired Navy Seal.


7:30am Doors Open: Check-In/Breakfast

8:15am Introduction & Welcome: Dave Kulchar (Oswald Financial) 

8:30am Patrick Delaney, Vice President, DCIO (T.Rowe Price): Financial Wellness (CE credit presentation)

9:20am Joan McDonagh, Senior Director Legislative and Regulatory Affairs (Empower)Department of Labor & Tax Reform

10:10am Steve "Gonzo" Gonzalez, Master Chief/Retired Navy Seal (in partnership with Columbia Threadneedle) : Military State of Mind - How to Apply Field Concepts to Running Your Business

11:00am Jeffrey D. Zimon, Esq.: Managing Risk as a Plan Sponsor (Aiming to Avoid Bad Audit Results, Corrections, and Other Plan Sponsor Concerns)

11:30-11:45am Adjournment


For Plan Sponsor Use Only - Not for Use with Participants or the General Public Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Other advisory services offered through Oswald Financial, a registered investment advisor and separate entity from LPL Financial. LPL Financial and Oswald Financial are not affiliated with T. Rowe Price, Empower Retirement, Columbia Threadneedle, Steve Gonzalez or Jeffrey Zimon.