Westwood March Meeting
Thursday, March 17, 2022, 7:30 AM - 9:00 AM PDT
Category: Westwood
Retirement Plans and Investments during the current Ukraine Invasion Join Barbara and Mike as they convey the current retirement plan landscape and managing retirement investments at a time of invasion. Meet the Speakers: Michael Anderson ![]() He has produced and hosted financial internet podcasts for many years, including his current project, The Anderson Files. He and his wife Denise live in Chatsworth, California.
Barbara Schwartz Barbara is the founding Principal of Schwartz Retirement Benefit Strategies. In her career spanning over 40 years, she was a Principal at both KPMG and Arthur Andersen, prior to starting her own business in 1999. She specializes in Retirement Plan design, Administration, taxation and compliance using IRS and DOL correction programs. She has received awards for both outstanding client service and technical expertise during her career. She advises clients on how to optimize their retirement programs, whether they employ 1 to 70,000 employees. Barbara's undergraduate degree is in mathematics from Vassar, and she received an MBA in Finance from the Anderson School at UCLA. She and her husband Peter, their son Robert and two dogs live in Marina del Rey, CA. Time will be set aside for attendee introductions, so using the video feature throughout the meeting is encouraged. Please watch the training and read the documents on the BP ZOOM Resource Center, so you are prepared for the meeting.
Cost: Free When registering, please ensure you are choosing the correct meeting from the drop down menu. RSVP HERE! |