Upcoming Chapter Event
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Join the Detroit Chapter for breakfast and a panel discussion on: “Secure 2.0 in a way you haven’t heard yet. How interested parties will tackle key provisions.”
Our speaker, Gerald Wernette, CEBS, will moderate a panel that will include perspectives from the Plan Sponsor, TPA, Record Keeper, and Advisor vantage points as we dissect key provisions of Secure Act 2.0. Register today as space is limited! Speaker Information:
Gerald Wernette, CPA, CEBS, AIFA®, C(k)P®, CEPA, Principal | Advisor, Rehmann Gerald began his financial services career in 1984 and has supported a wide spectrum of individuals and businesses ranging in size. He has extensive knowledge of retirement plan strategies, from plan design through annual administration to the plan termination process. Gerald’s experience has qualified him to direct the consulting services area for Rehmann’s retirement plan division. Before focusing on retirement plans, Gerald practiced extensively in the areas of individual, corporate and partnership taxation. Gerald received the C(k)P® Certified 401(k) Professional designation, Accredited Investment Fiduciary Analyst® designation, Certified Employee Benefit Specialist® (CEBS) designation and the Certified Exit Planning Advisor designation. He is also an investment advisor representative. |
DATE: Wednesday, April 26, 2023 Time: 8:30 am - 12:00 pm LOCATION: Dearborn Country Club 800 N Military St. Dearborn, MI 48124 COST: $10 - Detroit Chapter Members $20 Non-members REGISTRATION: Click here to register. Space is limited! RSVP: Please RSVP by April 18, 2023. QUESTIONS: Please email the Chapter
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