Infinitas Fall Business Forum
We're pleased to invite you to the first annual Infinitas Fall Business Forum at the new Sporting KC Training Facility (Pinnacle National Development Center)! Hear from local and national presenters as they speak about key topics impacting businesses today. Network with fellow business leaders over breakfast and lunch, and enjoy a selection of 20 breakout sessions. Event details below.
8:00AM: Registration, Main Hall
9:00AM: Breakfast and Keynote - Beyond the Numbers, An Economic and Market Update - Brad McMillian, Chief Investment Officer, Commonwealth Financial Network
10:00 - 10:50AM:
Empower your Employees with Financial Wellness - T.Rowe Price
Fiduciary's Guide to Investment, Life & Legacy: Wealth Transfer Essentials - Infinitas, TransAmerica
Health Savings Accounts Explained - Alerus & Oppenheimer
Exit Planning for Business Owners - MarksNelson
Transforming Social Security into a Winning Retirement Strategy - Blackrock
11:00-11:50AM:
Evaluate Target Date Funds According to DOL Guidelines - American Funds
2018 Participant Trust and Engagement Survey - American Century Investments
Tax Reform, QBI Deductions for pass-through entities vs. C Corporation, what is the right answer? - HSMC Orizon
Keys to Building a Relationship with your Business Banker - BankLiberty
Recent Case Studies in Fiduciary Failures (CE Credit for CPA, HRCI, SHRM) - Janus Henderson
12:00PM: Lunch and Keynote: An Insight into Cybercrime and Fraud - Alex Cunningham, Chief Risk Officer, Commonwealth Financial Network
1:30-2:20PM:
Fixed Income Market Update, Monetary Policy and Rising Interest Rates - Prudential
Plan Sponsor Attitude towards Plan Design, Attract and Retain Employees - Fidelity
Women and Investing - MFS
Behavioral Finance, 7 Estate Planning Mistakes Most Families Make - Virtus, Gaughan & Connealy
Executive Compensation, Improving Company Culture - Infinitas, Tacticware
2:30-3:20PM:
When the DOL or IRS Come Knocking, How do you keep your 401k Plan Compliant? - Haynes Benefits
The Affordable Care Act and Ways to Lower your Health Insurance Premiums - Benefit Brokers
Navigating the Waters in the Wake of #metoo - Lathrop & Gage
Balancing Life Priorities with Time Management - Moyer and Moyer
Prevailing Wage Usage, Managing the Risk of Work Injuries: What Every Employer Needs to Know - Infinitas, Martin Pringle
3:30PM: Facility Tours
Securities and Advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency. Infinitas Coordinated Wealth Counsel is located at 10801 Mastin Blvd, Ste 370, Overland Park, KS 66210 | 913-563-7300.