Meeting will be In-Person
Meeting Info: July 13th 9:00a.m.
The Meeting will be at Bridges of Poplar Creek,1400 Poplar Creek Drive Hoffman Estates, IL 60169 . To get the CE credit you must be there in-person.
We will have a featured speaker for the meeting.
You can REGISTER here. When Registering please be aware that after doing this, on many systems, the email with the invite disappears - which is why you need to click on the add to calendar and later access the link in our calendar.
When: Wednesday, July 13, 2022 from 9:00 AM to 10:30 AM CDT 9 a.m. Open for Breakfast at 8:30 Where Bridges of Poplar Creek Country Club Country Club 1400 Poplar Creek Hoffman Estates IL 60169.
Featured Speaker: Katie Mertens
Katie is a Partner Account Manager at Human Interest, a 401(k) company that provides affordable & automated retirement plan solutions for small/mid-sized businesses.
A disrupter in the retirement space, Human Interest is on a mission to close the savings gap & help all Americans retire with dignity. Katie works with HR/Payroll professionals as well as CPAs, Benefit Brokers, & Financial Advisors in the Greater Chicagoland area.
Prior to joining Human Interest, Katie served as Regional Director at Morningstar & Director of Retirement Strategies at Natixis Investment Advisers, where she worked with advisors focused on the defined contribution & defined benefits markets She holds an undergraduate degree from the State University of New York at Buffalo & resides in Chicago.
