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Lessons Learned in Life… what’s worked, what hasn’t

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To all Rising Stars and FEI Board Members:

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, March 12th from 6:30pm to 8:30pm.

Lessons learned in life … what’s worked, what hasn’t

Our speaker is:

Pete Ravani, CFP, AIF
CBIZ Retirement Plan Services

Pete Ravani – Vice-President and Senior Retirement Plan Specialist for CBIZ Retirement Plan Services. Pete is in charge of business development for the state of California. Mr. Ravani is a Certified Financial Planner™ (CFP®) professional and earned the Accredited Investment Fiduciary (AIF®) designation, awarded by the Center of Fiduciary Studies, which provides formal training in corporate investment fiduciary responsibility. In his role as Retirement Plan Specialist, Mr. Ravani is in charge of developing and implementing investment and fiduciary best practices on behalf of clients. In addition, Mr. Ravani monitors retirement plans with regard to investment performance, plan fees, employee communication, and other aspects of plan maintenance that are required on a regular basis. Pete’s main responsibility is implementing CBIZ’s proprietary fiduciary risk management process known as The Fiduciary Risk ManagerTM, which was established to help individuals manage the personal liability associated with being a Fiduciary to a qualified plan.

 

 

 

 

 

 

 

Location, Date & Time:

Tuesday, March 12th
6:30pm – 8:30pm

Palo Alto University 

5150 El Camino Ave, Room D-14, Los Altos, CA

 

Plan ahead!  Future Rising Stars Advisory Board events:

All Rising Stars Advisory Board regular meetings will be held at Palo Alto University, 5150 El Camino Ave, Room D-14, Los Altos, CA on Tuesdays from 6:30-8:30 PM.  The last date for this program year is  May 7th.  In between those dates, several informal “meet-ups” will be held on Tuesdays from 6;30-8:30 PM at a few different locations throughout the Bay area to be decided, the last date for this program year is April 9th.  Please mark your calendars.

The regular meetings in the Spring will feature Investment Bankers, Board of Directors issues, Anti-Fraud issues, and special business skills that are not taught in any business schools.

This event is exclusively for the Rising Stars and FEISV Board Members.

Meal Type

Pizza

 

Tickets

Registration is closed, please contact Micky at micky.robledo@feisv.org for questions.