Total Wealth Management

Description

Join us for this one-of-a-kind and informative workshop to learn about Fiduciary practices and investment diversity.

Event Title:	401(k) Fiduciary Luncheon
Event Status:	Registration is closed for this event
Starts:	07/15/2009, Wednesday, 12:00 PM
Ends:	07/15/2009, Wednesday, 01:00 PM
Last Day to Register:	07/15/2009, Wednesday, 12:00 AM
Featured Speaker:	Jacob K. Cooper, Nathan P. McNamee
Intended Audience:	HR Reps/Chief Financial Officers
Event Location:	Carvers Steaks and Chops 11940 Bernardo Plaza Dr. San Diego, CA 92128
You will quickly learn at this informative workshop: What should you be doing as a Fiduciary during the current economic crisis? Are your fees reasonable? Is your advisor a true Co-Fiduciary? Is your investment performance below average? Do you need Fiduciary Liability Insurance? Are you compliant with ERISA 404(c)? And more... Seating is limited. Reserve your space now by contacting TWM Advisors at (619) 704-1500, emailing nate@twmadvisor.com, or filling out this online form.