We provide seminars that cover a variety of plan sponsor and retirement planning topics.  We have hosted the seminars at our offices in our theatre style presentation room or on site at our client’s offices.

Those who typically attend our seminars include:

Company Presidents
Chief Financial Officers
Human Resource Professionals
CPAs (we offer CPA CPE credits)

Email us if you are interested in being on our invitation list

The MILESTONE Investments, Inc.


Past Seminar Topics

1.Qualified Plan Fiduciary Responsibilities … are you meeting the Department of Labor’s expectations?

2.Investment Strategies and Model Portfolios for Today’s Market… are your plan participants invested appropriately?

3.Roth 401(k) Plans… should your plan offer this feature?