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.

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To join the online meeting
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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.


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To join the teleconference only
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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

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For assistance
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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.

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Copyright 2007 Creating & Managing Wealth, LLC. All rights Reserved