San Francisco, California
London, United Kingdom
Join Us on October 18th and Discover Ways to:
- Avoid monetary penalties for violating certain ERISA and IRC prohibited transactions including restoring any monetary loss and returning any profits made through the use of plan assets.
- Reduce your fiduciary liabilities by partnering with an ERISA 3(38) Investment Manager on the investments in your plan.
- Increase your retirement plan participation.
- Increase Participant Retirement Readiness through our service and education.
When & Where
Assurance Financial Partners
Ensuring the second half of your life is enjoyable, secure, and worry-free is why we do what we do. Our philosophy is that since every person’s goals and objectives are different, each financial plan we create should be too.