Breakfast Roundtable Event - "Solo 401(k)s, Regular 401(k)s & Cash Balance Plan Opportunities"
Date: Thursday, October 31, 2019
Time: 8:00am - 9:15am
Location: CNY Philanthropy Center, Howard Board Room, 431 E. Fayette, St., Syracuse, NY 13202
Speaker: David Treichler, CFP, CLU
Join us for this members only event on October 31st!
See the attached flyer for all the details.
RSVP by October 25 to Sandra L. Kalbach at 315-484-2262 or skalbach@Solvaybank.com
Coffee & bagels will be provided.