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Building Your Organization's Retirement Plan Strategy
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Here is What You'll Learn
Building a Retirement Plan Strategy
- Suitable retirement plan options for nonprofits
- Optimizing your plan of choice
- Recruit
- Retain
- Reward
- Retire
- 403(b) – why this is a great fit
- The 4 R’s:
- Why employers should care
- What is success and how do you measure it?
- The Roadmap
About Geoffrey Schock
Geoffrey Schock is an institutional retirement plan and wealth advisor based in Bellevue, WA. Geoffrey joined CAPTRUST in 2023 from Trutina Financial and serves as a principal. He has been in the industry since 2009 and is a trusted advisor to business owners across the Pacific Northwest. Prior to working as a financial advisor, Geoffrey was a professional airline pilot.
He holds a Bachelor of Arts in business administration from Pacific Lutheran University. When he’s not at the office, Geoffrey enjoys spending time with his family.
Comments from those attending previous seminars by Battershell & Nichols:
"I became aware of things that I didn’t know I needed to be aware of."
"Great practical information and lots of it in a short amount of time."
“I learned many things and even had a few things I do confirmed."