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2020 First Harbor Benefit Forum

February 20th, 2020Election Year Investor Seminar; Investment Environment and Perspective.Request Information

February 5th, 2019Retirement Plan Update: Advance Retirement Plan Designs.Request Information
March 5th, 2019Healthcare and HR Update: Reference Based Pricing.Request Information
May 16th, 2019Spring Retirement Plan Update: Administrative Hardship Rules for Plan Participants.Request Information
September 12th, 2019Social Security & HR Update: Employee Recognition and Social Security Benefits.Request Information
December 6th, 2019 Web ExNavigating Social Security and Retirement BenefitsRequest Information

March 29th, 2018Spring 2018 Benefit Forum: Best Practices for HR Departments and What The Business Owner Needs to KnowMaggiano’s Little Italy, Memorial CityRequest Information
April 5th, 2018Spring 2018 Benefit Forum: Best Practices for HR Departments and What The Business Owner Needs to KnowMaggiano’s Little Italy, Memorial CityRequest Information
May 17th, 2018Retirement Plan Strategies UpdateMaggiano’s Little Italy, 2019 Post Oak Boulevard Houston, TX 77056Request Information

Feb 6th, 2017First Harbor and TASC Compliance WorkshopThe Egg and I, Memorial CityRequest Information
Feb 9th, 2017First Harbor and TASC Compliance WorkshopThe Egg and I, Memorial CityRequest Information
March 15th, 2017Playing The Trump Card” The ACA in 2017The Egg and I, Memorial CityRequest Information
March 21st, 2017Playing The Trump Card” The ACA in 2017The Egg and I, Memorial CityRequest Information
May 25th, 2017Fiduciary Concerns For Retirement Plan SponsorsMaggiano’s Little Italy, Galleria AreaRequest Information
August 15th, 2017How To Reduce Your Fiduciary Liability “The Two -Step Tango”Online WebinarRequest Information

Select a category

2019 First Harbor Benefit Forum

February
5th, 2019		Retirement Plan
Update:Advance
Retirement Plan
Designs.		Request Information
March
5th, 2019		Healthcare and
HR Update:
Reference Based
Pricing.		Request Information
May 16th,
2019		Retirement
Plan Update:
Administrative
Hardship Rules
for Plan
Participants.		Request Information
September
12th, 2019		Social Security
& Human Resources
Update: Employee
Recognition and
Social Security
Benefits.		Request Information

March 29th,
2018		Spring
2018
Benefit
Forum:
Best Practices
for HR
Departments
and What
The
Business Owner
Needs
to Know		Maggiano’s
Little
Italy,
Memorial
City		Request
Information
April 5th,
2018/td>		Spring
2018
Benefit
Forum:
Best
Practices
for HR
Departments
and What
The
Business Owner
Needs to
Know		Maggiano’s
Little
Italy,
Memorial
City		Request
Information
May 17th,
2018		Retirement
Plan
Strategies
Update		Maggiano’s
Little
Italy,
2019 Post
Oak Boulevard
Houston,
TX 77056		Request
Information

Feb 6th,
2017		First
Harbor
and TASC
Compliance
Workshop		The Egg
and I,
Memorial
City		Request
Information
Feb 9th,
2017		First
Harbor
and TASC
Compliance
Workshop		The Egg
and I,
Memorial
City		Request
Information
March
15th,
2017		Playing
The Trump
Card” The
ACA in
2017		The Egg
and I,
Memorial
City		Request
Information
March
21st,
2017		Playing
The Trump
Card” The
ACA in
2017		The Egg
and I,
Memorial
City		Request
Information
May 25th,
2017		Fiduciary
Concerns
For Retirement
Plan
Sponsors		Maggiano’s
Little
Italy,
Galleria
Area		Request
Information
August
15th,
2017		How To
Reduce
Your
Fiduciary
Liability
“The
Two-Step
Tango”		Online
Webinar		Request
Information

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK