Tuesday, February 21st
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
Please Select: RSVP HERE
*Note headcount is due to restaurant 5 days in advance of meeting, please RSVP by February 15th if you can attend.
DOL Cybersecurity Best Practices
Nancy E. Evans, AIF®
Principal Financial Group
Director, Distribution – Retirement Solutions
As a Director of Retirement Solutions with Principal®, I provide investment, plan design and education services to financial professionals and plan administrative consultants in Indianapolis, Indiana.
My expertise includes working with corporate and tax-exempt organizations. I provide input on design of retirement programs, including 401(k), 403(b), 457, defined benefit, employee stock ownership (ESOP) and nonqualified plans.
Experience
- 25 years in the industry
- Joined Principal April, 2020
Designations
- AIF®, Accredited Investment Fiduciary
- Series 6 & 63, Indiana Health, Life,
Variable Life & Annuities License
Education
- BFA, Magna Cum Laude, University of RI
- AS, Cum Laude, Mount Ida College
Monthly meetings are now the third Tuesday of the month.
- Registration begins at 11:30am to allow time for networking and socializing
- Speaker presentations begin between 12:00pm – 12:15pm
- Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Christine Koenig: ckoenig@dmlo.com