Speaker: Jim Dowling, Fidelity Investments
Speaker: Justin Steil, CRPS®
UBS Financial Services, Inc.
NEW Location: Chesapeake Golf and Country Club, 1201 Club House Road, Chesapeake, VA 23322
Registration and Lunch: 11:15 am - Noon
Presentation: Noon - 1:00 pm (*NOTE: Due to HRCI guidelines lunch will not be available after Noon.)
(Certification credits pending.)
James Dowling is a Certified Financial Advisor and Senior Vice-President at Fidelity Investments in Washington D.C., overseeing retirement accounts, wealth management, benefits outsourcing and other financial services for both individuals and organizations. James is a graduate of James Madison University with an MBA from the McDonough School of Business at Georgetown University as well as CRPC and AIF® designations.
Justin Steil is a Chartered Retirement Plans Specialist with UBS Financial Services in Norfolk, Virginia. Among other services, he specializes in helping companies optimize retirement plans for their employees as well as assisting trustees in meeting their important fiduciary responsibilities.