Archives‎ > ‎2012‎ > ‎

2012-04-19 YAT Mixer: Wine Tasting & TPA

Event Sponsors

Please be sure to thank our
generous event sponsors! 

APEX Benefits Administration, LLC
 
ONLY ONE SPOTS AVAILABLE
YOUR COMPANY COULD BE HERE!

Interested in sponsoring a YAT Event? Check out our YAT sponsorship opportunities!
April YAT Mixer
Wine Tasting
Thursday, April 19, 2012
 
Join your fellow Young Advisors (really, any NAIFA member is welcome) for refreshments, munchies, networking, with our speaker, Danielle Atchison.  Her presentation will be followed by tasting some local wines of Woodinville.

"
Using a Local TPA = Less Work For You, More Accomplished For Your Client"
Danielle Atchison, Apex Benefits Administration, LLC

Are you wasting countless hours trying to get through to someone at the 1-800 # who knows what's going on with your client's 401(k) plan? Or are you spending your entire day filling out the retirement plan paperwork when you could be going after new business? How much more productive would you be if you could focus solely on being the expert in investing your clients' assets?

"Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort." ~ Paul J. Meyer

This year, focus on making your 401k plans work for you. Partner up with APEX BENEFITS and let them: 
  • Make the appropriate retirement choice/structure for the client 
  • Convince the client to take action 
  • Draft all legal IRS/DOL requirements 
  • Meet with the client annually to keep plan in compliance 
  • Be available to handle all administrative/tax/legal issues of the plan.

About The Speaker
Danielle graduated from WSU with a degree in Finance in 2006. She began her career as a financial analyst in the Commercial Real Estate industry. She left the industry to complete her Master's in Finance in Sydney, Australia. Upon returning she started her own business prior to joining the APEX team as a Seattle area consultant.
 
Brought to you by your local Seattle/Eastside YAT Committee and our generous sponsors.
 
LOCATION:
Goose Ridge Logo
                    Goose Ridge Winery Tasting Room (map)
                    14450 Woodinville-Redmond Road NE, Suite 108
                    Woodinville, WA 98072-9051
                    www.gooseridge.com
TIME:
                    5:30pm Registration & Networking
                    6:00pm Presentation
                    6:30pm Wine Tasting
COST:
                    $10 to paid NAIFA/YAT members (any local)
                    $15 to Regular Members, Non-Members, and Guests
                    ($5 added to above at the door if not pre-registered)





Please c
all Jenna Olson at (206) 285-4066 with any questions or to make a payment over the phone.
Comments