https://www.yoursummit.com

Business Over Breakfast: Safeguarding your Retirement Plan – Dallas

August 23, 2023 8:00 am - 12:00 pm

Warwick Melrose Dallas - Turtle Creek Ballroom
3015 Oak Lawn Ave,
Dallas, TX 75219

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

Summit Consolidated Group, Inc.

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Toll Free: 800-475-0991
Fax: 918-663-0840

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© Summit Consolidated Group, Inc. All Rights Reserved.

Securities and investment advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA / SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.