Straight Talk Series

As part of our Straight Talk Series, Retirement Plans, Inc. will be offering several lunch seminars from industry experts. These forums will cover a variety of topics, from Minimizing Your Tax Obligations to Bridging the Gap to Retirement. Many luncheons will also include continuing education credit for human resource and accounting professionals.


If you are interested in attending one or more of these seminars, simply click on the title of the event to register online.


Date Location Topic
January 25th New Albany Country Club Tax Reform: What it Means for Your Company
February 14th Matt the Miller's (Dublin) 401k Plans: 60 Minutes of Need to Know in 2018
March 14th The Wine Bistro (Powell) Cash Balance Plans: Tax Optimization and Retirement Leverage
April 17th J. Liu (Worthington) Minimize Your Tax Obligations
May16th McCormick & Schmick's Next Generation Thinking: Improving the 401k Plan
June 13th Columbus Fish Market 2018 Legal and Legislative Update
June 19th Schmidt's Investment Market Outlook
August 29th Cimi's Bistro Structuring a Successful Financial Wellness Program
September 27th Brio (Polaris) Hot Topics in Group Benefits: Health Insurance and 401k Plans
October 23rd J. Liu (Worthington) Creating an Elite 401(k) Plan
November 14th Scioto Country Club 2019 Economic Outlook 
November 15th Brio (Polaris) Hot Topics in Group Benefits: Health Insurance and 401k Plans