Event Info:
Join us for a relaxed Lunch & Learn at Rye, where we’ll gather around the table to share practical retirement plan strategies, market insights, and new ideas you can bring back to your clients.
Ross Plumberg will lead a discussion on cash balance plan design, emphasizing planning opportunities for business owners and high-income professionals. You’ll also hear from Kara Knott of T. Rowe Price and Jay Slusher of PIMCO, who will share updates on retirement plan capabilities and the current investment landscape
*Registration is Closed*
Blue Ridge Presentations
