Understanding 403 (b) Regulations

Details
Date: September 23, 2010
Location: Center for Nonprofit Excellence:
323 West Broadway
Louisville, KY 40202
Room Location: 2nd Floor - Green Room
Start Time: 7:30 a.m.
End Time: 9:00 a.m.
Price: $0.00 for members. $15.00 for non-members.
Category: Finance
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While sponsoring an employee retirement plan has its challenges, there are an array of strategies and solutions that can help your plan to be more successful.

Please join us for a complimentary seminar discussing this important topic.

Breakfast will be provided by Morgan Stanley Smith Barney



Getting to the Center for Nonprofit Excellence (CNPE) is easy. We are located on the south side of downtown Louisville, KY in the restored ArtSpace building located at 323 West Broadway. You may enter ArtSpace just left of the Brown Theatre marquee. Signage will direct you to the training classroom location. CNPE encourages all its visitors to access public transit as there are several convenient TARC bus routes within a short walk of our location. To find the TARC ride nearest you visit, www.ridetarc.org.

Are you a cycling guest? Bring your bicycle to the fifth floor for storage during your visit.

Should you drive to our location, there is ample parking within a two block radius including structures, surface lots and metered spaces. Due to the economic realities we all face, the Center for Nonprofit Excellence will be unable to validate parking. While we regret this financial necessity, we need to expend all of our resources where they matter most -- toward the highest level of quality services possible.

Instructor Info

Instructor Name: Matt Kuerzi

Instructor Name: Jaclyn Badeau, CPA, MBA

  • Jaclyn Badeau, CPA, MBA's Bio: Jaclyn is a licensed CPA with four years of experience providing audit, tax, and accounting services to clients throughout Kentucky. She is a member of the firm’s not-for-profit team, specializing in college and healthcare financial statement audits and single audits required under OMB circular A-133. She has assisted clients in various industries, including healthcare, construction, not-for-profit, and employee benefit services.


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