Back to All Events

Save your Retirement Plan with Savant Wealth Management

  • Del Norte Credit Union 3286 Cerrillos Road Santa Fe, NM, 87507 United States (map)

Presented by the Santa Fe Chamber of Commerce Workforce & Education Committee. Understand your fiduciary responsibilities while providing a great benefit plan to your employees.

Join presenters Patrick Curran and Ashley Olivas from Savant Wealth Management for an interactive session on fiduciary roles in your company’s retirement plan. Learn how to protect your
business, limit liability, and build a plan your employees actually value.

Presentation Highlights Include:

- The Purpose of ERISA
- Best Practices
- Your Fiduciary Responsibilities
- And More!

Previous
Previous
November 18

Farmers Market Tuesdays

Next
Next
November 18

Ideas to Action - Small Business Workshop