Whether it’s keeping up with trends or discussing some other topic, Envoy is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Here's what we have coming up soon!
More events are on the way! Check back soon for more information.
November 14, 2022
8:30a - 10:00a
Purdue Technology Center
This seminar educates plan sponsors on the fiduciary environment created by the Department of Labor (DOL) fiduciary rule, highlights the different business models that have emerged, and provides ways to identify conflicts of interest.
January 14, 2020
12:00p - 12:30p
This seminar examines the key risks retirees face -- longevity, inflation, and market volatility, for example -- and highlights how Social Security can help address these risks. Lastly, we present five important issues individuals and couples should consider before making important decisions around Social Security.