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IE Business & Industry DG: "The Benefits of a Retirement Plan for Your Business", by Chris Foster

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Course Description

Learn about techniques that can be used to maximize the benefit of a retirement plan for a company Chris Foster is a Financial Advisor for Bank of America Merrill Lynchs Southwest Complex team located in Riverside, CA. In his role, Chris is responsible for providing customized financial solutions for individuals with a focus on assisting businesses with their retirement solutions through a consultative approach. Chris and his Wealth Management team not only provide their clients with comprehensive financial solutions but develop meaningful relationships with their client and clients family. Over the past 6 years, Chris has been able to build quality relationships through the financial community and is able to enhance his clients financial relationship by making his network available to them.As part of his service model, Chris leverages the investment insights of Merrill Lynch and the banking convenience of Bank of America. He is passionate about helping high-net-worth clients pursue their wealth management goals, whether these are professional, personal or a combination of both. Committed to collaboration, with the clients permission Chris can work closely with each clients attorney, accountant and other advisors to help him offer financial advice and guidance that complements their overall situation and short- and long-term goals. Hes dedicated to providing a high level of client service and achieving a high level of client satisfaction. Chris is a native to Southern California and he obtained his bachelors degree from California State University, Fullerton. He is a FINRA-registered securities representative holding his Series 7 and 66 licenses and CA - Health and Life Insurance license. Chris actively sits on the board for the Arrowhead United Way, Big Brother Big Sisters, Chino Valley Chamber of Commerce and Bridging the Gap and is an active member in his community where he continues to volunteer through his local Rotary. His passions include spending time with family, golfing, and learning new things. No Agenda or Materials posted.

Learning Objectives

Learn about techniques that can be used to maximize the benefit of a retirement plan for a company Gain a better understanding of what the advantages are to putting a retirement plan in a place at a company Understand what the best type of retirement plan for a company is 1. Review the typical types of retirement plans 2. Interact and discuss with peers as to what the best types of retirement plans are for a type of company Registration opens at 7:15 am Fees: Members $15; Nonmembers $25 Includes breakfast

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Learning Format 1 Hours
Webcast / Webinar

Credit Type(s)
Business Mgmt & Org

Knowledge Level
Update