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 30th Columbus Fish Market The Future of 401k Plans: The Game is about to Change
February 13th Matt the Millers (Dublin) Compensation Planning: Adding Value & Controlling the Bottom Line
March 13th Cooper's Hawk 2019 Market Outlook
April 24th Hen Quarter

Minimizing Your Tax Obligations

May 15th Brio (Polaris) Hot Topics in Group Benefits: Health Insurance and 401k Plans
June 19th

Cimi's Bistro

The 401k Fiduciary Checklist
August 21st Eddie George's Grille Growing the Value of your Business
September 18th J. Liu (Dublin) How Does your 401k Plan Stack Up?
October 2nd J. Gilberts (Worthington) Keys to a Successful Benefit Integration
October 16th Webinar Legislation Changes: 401k Hardship Withdrawals
October 23rd Cooper's Hawk The Keys to a Smooth 401k Audit
November 13th Scioto Country Club 2020 Economic Outlook