RMS 2018 Financial Advisor and CPA Workshop
Thank you to all who came this year to the RMS Retirement Plan Workshop! This was our 9th consecutive year of hosting our annual seminar. It is our way of saying "thank you" to the many Financial Advisors and CPAs in the community that we work with throughout the year. We were joined by three speakers this year:
Christopher Cannaley, an Account Executive at Travelers Insurance with 20 years of experience in banking and insurance. Chris presented "Every Company has Cyber Threats," an exploration of a company's obligations and liabilities that may result from a compromise of personally identifiable information.
Vincent Iacono, a Senior Retirement Consultant for OppenheimerFunds. He directly supports financial advisors, relationship managers and consultants by sharing expert technical knowledge and translating ideas into practical, actionable strategies. Vinnie discussed "The Value of Custom Target Date Funds," focusing on the benefits and considerations of custom target date funds, and putting them in place.
Michael Dullaghan, a 401(k) Investment Specialist with Putnam Investments with 25 years of industry experience. Mike spoke about "Millennial Money," a discussion about engaging the millennial participant population.
A huge thank you to our speakers and all those who attended this year and helped make it another success!