News & Events

Advisor Seminar

What's New: Strategies, Best Practices, and Due Diligence for Advisors Who are Selling and Marketing Retirement Plans

DATE: May 27, 2010

TIME:
7:30 - 8:00 am Continental Breakfast & Networking
8:00 - 9:30 am Seminar

LOCATION:
Lurie Besikof Lapidus & Company, LLP
2501 Wayzata Blvd.
Minneapolis, MN 55405

COST: Complimentary

Click here to register

FEATURED SPEAKERS

Dan Delianedis
Senior Vice President & Retirement Plan Counselor
American Funds Distributors

Wendy C. Frame
Partner, Actuarial & Benefits Consulting
Lurie Besikof Lapidus & Company, LLP

Click here to register

Please R.S.V.P. by May 20, 2010
Space is limited, so please be sure to register early.

ABOUT THE SPEAKERS

Dan Delianedis is a Senior Vice President and a Retirement Plan Counselor for American Funds Distributors, covering Minnesota, North Dakota, South Dakota, Nebraska, Western Iowa, and Western Wisconsin. He joined American Funds in 1996.

Wendy C. Frame oversees the Actuarial & Benefits Consulting Department at Lurie Besikof Lapidus & Company, LLP. She specializes in designing qualified retirement plans for small to mid-sized business clients and providing on-going technical advice and compliance services to those plans.