Topic: Part 1: Retirement Plan Services Presentation
Topic: Part 2: Retirement Plan Services Presentation with Peter Dunn. See his bio below: Peter Dunn a.k.a. Pete the Planner® is an award-winning financial expert. He’s a USA TODAY columnist, […]
Topic: Member Q and A on relevant topics; Election for 2021 Leadership Positions
Download the full agenda here. Download the Minutes of the Meeting here