BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20230202T220000Z
DTEND:20230203T003000Z
LOCATION:Weber's Inn - 3050 Jackson Ave, Ann Arbor, MI 48103
UID:2340020230202T220000ZSecure Act 2.0
DTSTAMP:20260405T222755Z
DESCRIPTION:\nCURRENT ROLE\n Steven develops creative strategies that help clients work toward meeting their\n financial goals, integrating retirement plan design, consulting, administration and\n investment advisory services with overall business and financial plans. He works with\n a cross-functional Rehmann team to proactively guide each client, considering tax law\n and efficiencies, estate planning, and accounting needs along the way.\n \n\nSERVICE AREAS\n • Investment analysis and portfolio design\n • Fiduciary due diligence support\n • Retirement plan consulting\n • Plan participant education and communication\n • Plan design and implementation\n EXPERIENCE\n Steven began his financial services career in 2008 and has consulted on a variety of\n different types of plans for corporations, not-for-profits and governments. He has\n extensive knowledge of financial planning and the many facets of qualified and nonqualified\n retirement plans. He joined Rehmann in 2020.\n Steven holds the Chartered Financial Analyst (CFA) certification, Certified Plan\n Fiduciary Advisor (CPFA) and the Series 65.\n Steven keeps current on industry standards by attending seminars and graduate level\n courses offered through professional societies and associations. A frequent\n presenter, Steven has spoken on subjects such as fiduciary responsibilities,\n retirement plan fees, and overcoming cognitive and emotional biases.\n \n\nA CLOSER LOOK\n • Actively involved in professional organizations, Steven is a member of the National\n Association of Plan Advisors (NAPA), Michigan Association of Public Employee\n Retirement Systems (MAPERS), Alliance Benefits Council of Detroit, CFA Institute,\n and CFA Society of Detroit.\n • Steven was recognized nationally as a NAPA top retirement plan advisor under 40\n from 2017-2023 and he interviewed for the cover story of the 2019 summer\n edition of “NAPA Net the Magazine”.\n • Steven’s team was a finalist for the NAPA 401k leadership award, a finalist for the\n PLANSPONSOR Retirement Plan Adviser of the Year (large team category) and a\n NAPA Top DC Advisor Team.\n
SUMMARY:Secure Act 2.0 - Washtenaw Estate Planning Council, Inc. 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR