Breakfast with Benefits series to give nonprofit staff an opportunity
to get together (virtually for now), share ideas, and
learn from presenters on current topics affecting nonprofits.
Tuesday, September 8, 2020
8 – 9 a.m.
Retirement Plan Pitfalls:
The Difference Between Average and Exceptional
Jason Marty is the founder and CEO of 401k Investment Professionals, an SEC registered investment advisory firm. The firm currently manages 172 million dollars in retirement plans assets. Jason will discuss common retirement plan pitfalls and the difference between average and exceptional retirement plans.
Please RSVP by Wednesday, September 2
2020/2021 BREAKFAST WITH BENEFITS SERIES SCHEDULE
November 10, 2020 at 8:00 a.m.
Social Media Advertising and Fundraising
Presented by: Ron Giordan, Owner
January 12, 2021 at 8:00 a.m.
State of the Workplace
Presented by: Jane Clark, CEO and Managing Partner
Lake Effect HR & Law
March 9, 2021 at 8:00 a.m.
How to Operate Completely in the Cloud
Presented by: Matt Eberly,
Senior Technology Consultant, IT Team Manager
May 11, 2021 at 8:00 a.m.
Nick’s Nonprofit Notions
Presented by: Nick Curran, Founder and CEO
Numbers 4 Nonprofits
Details for each session will be emailed two weeks prior to each event.