Palm Springs, CA (PRWEB) October 12, 2012
The Coachella Valley 401(k) Educational Summit will empower local HR, Finance, and Business Professionals with best practices and an opportunity to measure their plan success.
The speaker lineup will feature one of the nation’s top wealth management executives, Jim Casey, President and CEO of Integrated Wealth Management followed by David Donaldson, Former Senior Department of Labor Investigator and President of ERISA Smart, and Kathryn Hudspeth, Vice President of One America. Along with the speakers, there will feature a plan sponsor executive panel with some of the top local companies and organizations from the Coachella Valley Area. On the agenda will be upcoming fee disclosure changes, plan and fee benchmarking best practices, preparing for DOL & IRS Audits, and overcoming irrational participant behavior.
"We look forward to engaging plan sponsors who have such a major impact on the retirement of local participants” said Jim Casey, President and CEO of Integrated Wealth Management. “The event is going to be inspiring and full of diverse perspective."
‘Medical Economics’ magazine has consistently included Jim on its list of “The Best 150 Financial Advisors for Doctors.” In addition, Jim has earned a coveted spot on the “Bloomberg Wealth Manager Annual” ranking of America’s Top Wealth Managers. He is an executive committee member and/or board member of The Deane F. Johnson Alzheimer’s Research Center at UCLA, the Palm Springs International Film Festival and Desert AIDS Project.
The 2012 Coachella Valley 401(k) Educational Summit is Wednesday, October 24, 2012 from 11:00 am to 2:00 pm at Spencer’s Restaurant in Palm Springs. For more information or to RSVP Click Here contact Jon Freye at jfreye(at)xgrowthsolutions(dot)com or at (619) 795-3920.
The 2012 Coachella Valley 401(k) Educational Summit is approved for three hours of CPE/CPA credit and 2.5 hours of HRCI/SPHR/PHR/GPHR general credits.
About Integrated Wealth Management
An independent wealth management firm representing hundreds of businesses, foundations and individuals, Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing an exceptional level of personalized service and financial advice, and also adapting quickly to changing client circumstances, market conditions or tax laws. A strong commitment to integrity, transparency and giving back to the community are cornerstones of their philosophy. Integrated Wealth Management Financial Advisors have received the Five Star Wealth Manager Award from Five Star Professional and Palm Springs Life Magazine for multiple years. Financial Advisor Magazine included the firm in its Top Registered Investment Advisors 2010 ranking.
Integrated Wealth Management
787 North Palm Canyon Drive
Palm Springs, CA 92262
About Xponential Growth Solutions
Xponential Growth Solutions provides matchmaking services for the retirement plan industry partnering with forward thinking plan sponsors, industry leading advisors and service providers. XGS training and educational summit opportunities present a forum to empower sponsors to help America reach their retirement goals one retirement plan at a time.
Xponential Growth Solutions
241 14th Street
San Diego, CA 92101