Business Over Breakfast: Safeguarding your Retirement Plan – Dallas

Join Summit for breakfast as we discuss:

  • Fiduciary Essentials for Retirement Plan Committee Members
  • SECURE 2.0 and the Impact on 401(k) Plans
  • Avoiding Cybersecurity, Liability, and Fiduciary Insurance Traps

This event has been funded in part by Fidelity, John Hancock, MFS, Putnam, Nuveen, Principal, and Victory.

Kaci Skidgel is a Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Phone: 800.475.0991 | 5420 LBJ Freeway, Ste. 1940, Dallas, TX 75240