It is important to be proactive and not reactive to help ensure your retirement plan is operating effectively. Yuma Investment Group will be hosting a Lunch and Learn with guest speaker, Erin Lopez, CPA, CEPA, Vice President of Evers Robinson Ltd. Her full-time job is to audit retirement plans for businesses for the IRS.
We would like to extend an invitation to your company’s plan representative (business owner, controller, human resources, payroll administrator etc.) to this event. This workshop will help you better understand the following:
Event Date: August 24th
Event Time: 12 PM – 4 PM
Event Location: AWC – Francis Morris Boardroom (next to Schoening center)
2020 S Avenue 8E, Yuma, AZ 85365
Cost: $50 including lunch
Remember, better to be proactive then reactive when it comes to managing the retirement plan for your business.
Any questions please call Kayla Irr-Mendez at 928-329-1700 or firstname.lastname@example.org