Oct 25, 2017 - Gabby has worked in the financial services industry since 2001 when she started her career at Federated I
Please join us to learn about Cash Balance Plans and earn 2 CPA CPE Credits on
Wednesday, October 25th, 2017 DoubleTree by Hilton Pittsburgh - GreenTree Salon 1-2 500 Mansfield Avenue Pittsburgh, PA 15205 A cash balance plan is a defined benefit plan that can help maximize deductions for business owners. Attendees will learn more about: • How does a cash balance plan work • How are cash balance plans different from 401(k) plans • How cash balance plans expand deductions for business owners 2 CPA CPE Class will be offered: ETF Strategies - 1 Credit The Five Building Blocks of Successful Portfolio Construction - 1 Credit Please bring your CPA license # in order to receive CPA CPE credits.
Gabby Hodgson External Sales Executive Vanguard Financial Advisor Services Gabby has worked in the financial services industry since 2001 when she started her career at Federated Investors in Pittsburgh PA. She worked with financial advisors at New York City wirehouses as an internal sales representative until moving to Minneapolis to work directly with advisors in the upper Midwest. In 2009 she moved back to her hometown of Pittsburgh with Goldman Sachs Asset Management as a VP and Regional Director working closely with wirehouse advisors in Western PA and Upstate New York. Since 2012 she has been a Sales Executive within Vanguard's Financial Advisor Services division responsible for the firm's advisor relationships in Western PA, Upstate New York and West Virginia. She lives in Hampton Township with her husband and her 2 children.
Sponsored by
Agenda DoubleTree by Hilton Pittsburgh - GreenTree Salon 1-2 8:00 a.m. - 8:30 a.m.
Registration and Breakfast
8:30 a.m. – 9:00 a.m.
Introduction to HB Retirement and Cash Balance Plans Evan Hirsh, HB Retirement Bob McNulty, M2B • How does a cash balance plan work • How are cash balance plans different from 401(k) plans • How cash balance plans expand deductions for business owners.
9:00 a.m. – 10:00 a.m.
ETF Strategies Gabby Hodgson External Sales Executive, Vanguard Financial Advisor Services • • • • • • • •
10:00 a.m. – 10:15 a.m. 10:15 a.m. - 11:15 a.m
Break The five building blocks of successful portfolio construction Gabby Hodgson External Sales Executive, Vanguard Financial Advisor Services • • • • •
11:15 a.m.
Asset allocation Sub-asset allocation Active/passive combinations Asset location Portfolio completion Cash equitization Tax optimization Market rotation
Asset allocation Sub-asset allocation Active/passive Asset location Manager selection
Class Adjourn
HB Retirement will be available to answer any questions you may have
Space is limited! Please RSVP to
[email protected] no later than October 12, 2017 Questions? Please contact Evan Hirsh at
[email protected] or 412.261.3333 x413
Securities offered through LPL Financial, Member FINRA/SIPC. Vanguard, HB Retirement, M2B Retirement Consulting and LPL Financial are separate, non-affiliated entities. An investment in Exchange Traded Funds (ETF) involves risk, including the possible loss of the money you invest. No strategy assures success or protects against loss. This presentation is for informational purposes only and is not intended as authoritative guidance, investment, tax or legal advice.
