Joint Meeting w/Bay Area Club Chapter (401K Plans) by Jim Gunn, Morgan Stanley Wealth Mgmt LLC


Monterey Peninsula Country Club, Beach House


The meeting will begin at 11:00am with our annual meeting and announcements.

Lunch will be served at 11:30am followed by our speaker.

Meeting will end around 1:30-2:00pm

Our speakers this month are:

James D. Gunn, CRPS - Senior Vice President  - Morgan Stanley

Managing Your Company’s 401k Plan

  • Current Regulatory Environment
  • What It Really Means to Understand Plan Fees
  • Benchmarking: The Key to a Prudent Process

- and~

Jeremy Palac - Regional Vice President - Fidelity Investments

Planning for Health Care Costs in Retirement

  • Gain an understanding of the different components and options of Medicare / Medicare Advantage

- Gain Insight in to what Medicare Costs and what is actually covered

- Learn about Medicare related resources to help make educated decision on what options work best for your retirement 

Friday Oct 28, 2016 11:00 AM
Friday Oct 28, 2016 2:00 AM
Location : Monterey Peninsula Country Club
Coordinator : Toni Bau

Pebble Beach CA USA
Members Only : No
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