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MacLean Financial Group’s annual 401k and market update packed with information



Learn about the new changes the IRS has just made to the limits and regulations that affect almost all retirement plans for 2012 and more at the complimentary MacLean Financial Group’s annual Breakfast Update at 8 a.m. on Thurs., Nov. 17 at Arrowcreek Country Club, 2905 Arrowcreek Parkway in Reno.

A panel of knowledgeable professionals will provide information designed to help business owners and investors get the most from their retirement plans and keep them on top of current market trends.

A brief 401k and market update will be followed by a discussion panel with knowledgeable professionals who will address local and national trends.

The MacLean Financial Group panel participants will include knowledgeable professionals from:

  • Associated Pension Consultants, who help trust administrators stay within legal guidelines and will address plan audits, legislation that may affect plans and annual administrative duties.
  • John Hancock and Brinker Capital who will provide a national and global market update and provide a perspective on retirement plans and trends.
  • Heritage Bank of Nevada who will present a local market update in relation to business, banking and retirement plans.
  • The Bosma Group who will focus on business taxes associated with retirement plans.

The breakfast is complimentary but seating is limited and reservations are required. Call Tracy Davis at MacLean Financial Group at 775-329-3041×125 or e-mail [email protected].

Securities, Investment Advisory and Financial Planning Services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 101 Metro Drive, Suite 550, San Jose, CA 95110 (408-286-4010.  MacLean Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.CRN201310-153815.

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