Retirement Solutions For Small & Mid-Sized Retailers
This seminar is offered via online webinar.
Learn about practical retirement plan options available to help attract and retain today's retail employees.
Robert Ebert, CFP®, AIF®, CLTC, Fortune Financial
Bobby started his career with North Star Resource Group in October 2003 and joined Fortune Financial in July 2015. Fortune Financial was founded by four partners in 1997 and have over 120 combined years of service.
Over the past 12 years, Bobby has specialized in providing solutions to help people efficiently pursue financial success. Bobby's goal is to help his clients make quality decisions about the allocations of their financial resources. We help to define and qualify financial goals and objectives, and provide access to a wide range of competitive products and services. Bobby works with business owners, professionals and executives advising them on retirement, estate* and investment strategies.
Steven Jedlund, ChFC®, North Star Resource Group
Steven joined North Star Resource Group in 1985. Steven holds a BA in Mathematics from Augsburg College in Minneapolis and earned the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania. He has served in the U.S. Navy, worked as a math teacher and for 13 years was a principal in a large family owned agribusiness. Steven's area of specialization is financial strategies for families and closely held businesses. He has first hand knowledge of what it takes to make a closely held or family business successful over the long term.
What is Retail TAP Talk?
Modeled off of the popular TED talks, Retail TAP Talk is the MnRA education event marketing brand focused on enabling retail success. TAP stands for tangible, actionable, practical.
Thursday Jan 26, 2017
9:00 AM - 10:00 AM CST
Thursday, January 26, 2017
9:00 a.m. - 10:00 a.m.
Online webinar. (Login instruction will be sent following registration.)
No cost to participate.
Open to members and invited guests.
Printed courtesy of www.mnretail.org – Contact the Minnesota Retailers Association for more information.
400 Robert Street North , St. Paul, MN 55101 – (651) 227-6631 – mnra@mnretail.org