Agenda
September 19, 2008
A g e n d a
8:30 Registration and coffee and light breakfast
9:00 Association business
Introductions – members
Vendors
Approval of minutes
Treasurer’s report
Committee reports
Bylaws
9:30 Round table discussions
Executive committee will facilitate discussions at each table around what people would like to see through the year for professional development at the meetings
10:45 Break
11:00 403(b) – Douglas M. Jordan, IRS representative
Panel – Babette Nesin, MSAD 31,
Gary Smith, SU 52
Alan Kochis,
Mickey Morley,
CPI Qualified Plan Consultants, Inc.
12:00 Lunch
1:00 403(b) continuation
2:30 Vendor showcase
Horace Mann
Met Life
VALIC
The Hartford Group
Adjourn
There will be an executive committee meeting immediately following adjournment


