When

Thursday, August 22, 2019 from 7:30 AM to 4:00 PM EDT
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Where

502 East Event Center 
502 E. Carmel Drive Carmel
Carmel, IN 46032
 

 
Driving Directions 

Contact

Melissa Riggs 
 
 
webmastercicebs@gmail.com 
 

Central Indiana CEBS Full-Day

Retirement Seminar August 2019 

Please join the Central Indiana Chapter of ISCEBS for our Annual Full-Day Retirement Seminar!

Thursday, August 22, 2019 - 502 East Event Center in Carmel

 

Register Now! **If you are registering for more than one person, please complete one registration per attendee. If you are registering 3 or more from the same company, please use the $185 rate on each. **

 

The Central Indiana Chapter of the International Society of Certified Employee Benefit Specialists invites you to join us for our 2019 Retirement Plan Seminar!

Presenters:

  • Michael Paton - Barnes & Thornburg
  • Dave Leising - BKD
  • Elizabeth O'Gara - Ogletree Deakins
  • Stephen Riga - Ogletree Deakins
  • Brea Dantin, Pete Walkey, Doug Prince - ProCourse Fiducairy Advisors

This course has been submitted for Continuing Education Credits:

  • 7.0 for Indiana DOI
  • 6.23 HRCI
  • Indiana Attorneys CLE
  • Will earn 7.0 hours CEBS continuing education credit

Program Schedule

Program:

Topics

 

 

7:30 a.m.

Registration and Continental Breakfast

7:50 a.m.

Introductions

8:00 a.m.

Fiduciary Training

9:00 a.m.

Litigation Trends

10:00 a.m.

Break

10:15 a.m.

Plan Sponsor Best Practices

11:45 a.m.

Lunch (provided)

12:45 p.m.

Plan Design and Participant Trends

1:45 p.m.

Washington Updates

2:30 p.m.

Break

2:45 p.m.

Panel Discussion: What to Expect from a DOL/IRS/CPA Audit

3:45 p.m.

Five Key Takeaways

4:00 p.m.

Adjourn