Webinar: Join us in creating your Solo 401(k)

 

Join TheNextEgg's First Hatch to start your Solo 401(k) along with others in this community, please join this webinar to learn directly from the provider, Qualified Pension ServicesWe'll discuss basic 401(k) plan principles, plan set-up process, administration, and how to verify that you are eligible for a Solo 401(k).

Hosted by: Janelle Orsi, Sustainable Economies Law Center

About the Presenter: Amy Wangerin, Sales Director, Qualified Pension Services

I have been in the financial services industry since 2000.  Before joining QPS in November of 2015, I worked at a large financial company specializing in 401(K) plan compliance and document services.  I began my career at QPS as the Client Relationship Manager attending enrollment meetings and Annual Plan reviews.  I transitioned to the Plan Sales Consultant and enjoy assisting clients and advisors in designing and implementing a qualified plan that meets their needs and goals.

After growing up in Northwest Indiana, I lived in downtown Chicago and Southern California. I became a Colorado resident in 2000 and live in Centennial, Colorado with my husband, children and 3 dogs. I love traveling to tropical beaches, cooking for my family, reading and cheering on my kids at their many sporting events.

This webinar is free 

WHEN
November 14, 2019 at 11:30am - 12:30pm
WHERE
Online (Zoom)
CONTACT
Sue Bennett ·

Will you come?


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    rsvped 2019-11-14 19:49:07 -0800
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