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Mid-Willamette -- Distribution Options and SEP/SIMPLE Plans with Michael Hill
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Distribution options for workplace transitions, and SEP/SIMPLE Small Business Retirement Plans -- two one-hour presentations.

10/11/2018
When: 10/11/2018
6:00 PM
Where: Elmer's Restaurant -- Albany
2802 Santiam Hwy SE
Albany, Oregon  97322
United States
Contact: Donna Byrne
5037658686


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Please join us for two hours of continuing education on Thursday, October 11. Our presenter, Michael Hill, is a financial adviser with PacWest Wealth Partners/ Ameriprise. He will guide us through distributions for workplace transitions and SEP/SIMPLE Plans.

Michael is one of PacWest Wealth Partners/ Ameriprise's Favorite Financial Advisers. He is a 2014 Math graduate of OSU, and his certifications include: CRPC® Chartered Retirement Planning Counselor℠, Series 7-General Securities Representative Exam, Series 66-Uniform Combined State Law, Life & Health Insurance License.   Michael's interests include continuing education and playing music. He volunteers at Heartland Humane Society and KATA.

Please come early if you intend to order food, so we can all focus on the speaker.

  • Eating and shmoozing: 5:30 to 6:00
  • Chapter meeting 6:00 to 6:30
  • Continuing education 6:30 to 8:30

more Calendar

12/18/2018
NO MEETING - Lane County Chapter Meeting

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