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Retirement Planning > Retirement Investing

Due-Diligence Retirement Plan Training Offered

By Staff Writer

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The Center for Due Diligence will host a day of training for retirement plan wholesalers Oct. 12, just before its Advisor Conference in Scottsdale, Ariz.

CDD, Solano Beach, Calif., says the training will include presentations by Fred Reish, managing director, Reish Luftman Reicher & Cohen; Ann Schleck, principal, Ann Schleck & Co.; Ami Tully Lotka, president, Maximum Impact Partners; and Ray Henderson, Director, Business Health, Pty., Ltd.

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