|
The final 403(b) regulations
were finally released on Monday, July 23, 2007. CMW and Lincoln
Investment are dedicated to the 403(b) marketplace and look forward to
assisting you in the implementation of the new 403(b) regulations.
A very impactful WebEx presentation has been scheduled to discuss the IRS
regulations. You will have an opportunity to hear directly with our Senior
Pension Consultant, David Blask and ask him your questions.
 |
|
Webex Date: |
September 20, 2007
|
|
|
|
|
|
|
|
Start time: |
9:00 a.m. Central Time |
|
|
|
|
|
|
|
Purpose: |
David Blask will
review the details of the recently released regulations and draw
distinctions that will be important to you and your district. |
|
For
the details on how to access the WebEx simply send an email to
info@cmwfinancial.com or call (800) 488-0020 to be included in this
important meeting.
As always, you can count on Creating & Managing Wealth, LLC. and Lincoln Investment to
help you navigate through the complexities of IRS regulations and help you
understand their impact on you as a school business official and your
employees.
Rhonda Lifsey invites you to
attend this online meeting.
Topic: 403(b) Reg Changes
Date: Thursday, September 20, 2007
Time: 9:00 am, Central Daylight Time (GMT -05:00, Chicago )
Meeting Number: 757 425 011
Meeting Password: (This meeting does not require a password.)
Please click the link below to see more information, or to join the
meeting.
-------------------------------------------------------
To join the online meeting
-------------------------------------------------------
1. Go to
https://lincolninvestment.webex.com/lincolninvestment/j.php?ED=94170137&UID=0
2. Enter your name and email address.
3. Enter the meeting password: (This meeting does not require a password.)
4. Click "Join".
5. If the link above does not work for you,
Click Here.
-------------------------------------------------------
To join the teleconference only
-------------------------------------------------------
Call-in toll-free number (US/Canada): 866-469-3239
Call-in toll number (US/Canada): 650-429-3300
Toll-free dialing restrictions:
http://www.webex.com/pdf/tollfree_restrictions.pdf
-------------------------------------------------------
For assistance
-------------------------------------------------------
1. Go to
https://lincolninvestment.webex.com/lincolninvestment/mc
2. Click "Assistance".
3. Click "Support".
You can contact me at:
rlifsey@lincolninvestment.com
1-972-831-8866 x22
To add this meeting to your calendar program (for example Microsoft
Outlook), click this link:
https://lincolninvestment.webex.com/lincolninvestment/j.php?ED=94170137&UID=0&ICS=MI&LD=1&RD=2&ST=1&SHA2=fkML-50sq54/jTSWoTpwvu0dwbZdj4Fec7lD60Se/PI=
The host requests that you check for compatibility of rich media players
for Universal Communications Format (UCF) before you join the session. UCF
allows you to view multimedia during the session. To check now, click the
following link:
https://lincolninvestment.webex.com/lincolninvestment/systemdiagnosis.php
Sign up for a free trial of WebEx
http://www.webex.com/go/mcemfreetrial
http://www.webex.com
We've got to start meeting like this(TM)
IMPORTANT NOTICE: This WebEx service includes a feature that allows
audio and any documents and other materials exchanged or viewed during the
session to be recorded. By joining this session, you automatically consent
to such recordings. If you do not consent to the recording, do not join
the session.

Advisory Services and
Securities offered through Lincoln Investment Planning, Inc.
Registered Investment
Advisor, Member FINRA/SIPC.
Creating & Managing
Wealth, LLC. and
Lincoln Investment Planning, Inc. are independently owned and each is
responsible for its own business.
Contact our
webmaster for any problems.
Copyright 2007 Creating & Managing Wealth, LLC. All rights Reserved
|