Pleased and honored to report that I was selected in April as a delegate to represent the retirement plan industry with lawmakers in Washington DC this summer. Looking forward to seeing many of my colleagues in our business this July.

 

Now in its sixth year, this prestigious event brings together the industry’s elite advisors and home office professionals in our nation’s capital to meet and share our perspectives with some of the nation’s most influential leaders.

 

Known as the NAPA D.C. Fly-In Forum, the gathering is sponsored by the National Association of Plan Advisors, part of the American Retirement Association.

 

 

Date: 
Monday, June 4, 2018