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March 20, 2019
2:30-4:00PM

OSAE Associate With Us: Financial Roundtable Discussion

Saling Simms Associates, Columbus, Ohio

Saling SimmsConsider some board education: Do you have new board members who might not understand their fiduciary responsibilities? Have you got money in your association for the first time? Does your foundation have significant assets?

If you answered, “yes,” to any of these questions, you need to attend this financial roundtable being held at Saling Simms Associates on March 20, 2019.

Examine qualified retirement plans: Would you like to start a 401(k)? Or, maybe it’s time for a MEP or a retirement plan? Perhaps, you would like to review your current plan and explore new ideas to improve your benefit program for your members?

If you answered, “yes,” to any of these questions, you need to attend this financial roundtable being held at Saling Simms Associates on March 20, 2019.

Delve into individual planning: Are you influenced by “Facebook Finances?” Are you ready to plan for retirement? Do you need to consider estate planning, providing care to an aging family member, or plan for college expenses?

If you answered, “yes,” to any of these questions, well, you know - you need to attend this financial roundtable being held at Saling Simms Associates on March 20, 2019.

To view the informational flyer for this event, please select this link.

Saling Simms Associates is located at 7965 North High St., Suite 130, Columbus, Ohio 43235. Parking is available at the back of the building at no charge.

Registration fee is $54. Please select this link to register.

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2019-03-20 14:30:00 2019-03-20 16:00:00 America/Detroit OSAE Associate With Us: Financial Roundtable Discussion Consider some board education: Do you have new board members who might not understand their fiduciary responsibilities? Have you got money in your association for the first time? Does your foundation have significant assets? If you answered, “yes,” to any of these questions, you need to attend this financial roundtable being held at Saling Simms Associates on March 20, 2019. Examine qualified retirement plans: Would you like to start a 401(k)? Or, maybe it’s time for a MEP or a retirement plan? Perhaps, you would like to review your current plan and explore new ideas to improve your benefit program for your members? If you answered, “yes,” to any of these questions, you need to attend this financial roundtable being held at Saling Simms Associates on March 20, 2019. Delve into individual planning: Are you influenced by “Facebook Finances?” Are you ready to plan for retirement? Do you need to consider estate planning, providing care to an aging family member, or plan for college expenses? If you answered, “yes,” to any of these questions, well, you know - you need to attend this financial roundtable being held at Saling Simms Associates on March 20, 2019. To view the informational flyer for this event, please select this link. Saling Simms Associates is located at 7965 North High St., Suite 130, Columbus, Ohio 43235. Parking is available at the back of the building at no charge. Registration fee is $54. Please select this link to register. Saling Simms Associates, Columbus, Ohio