Event Details

Chapter Meeting November 2022

Nick Madl

Intellicents

401(k) Administration Best Practices and Participant Education

Nick Madl serves as a Personal Financial Management Consultant at intellicents. Unlike most advisory firms who just want to work with the wealthiest 1% of Americans, intellicents’ mission is to also help the 99% make their dreams real. intellicents is a national independent financial advisory firm centered on the employee benefit relationship, specializing in four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology.

Nick graduated from the University of Kansas and currently holds the following licenses/designations:

-CERTIFIED FINANCIAL PLANNER™
-Series 7: General Securities Representative
-Series 63: Uniform Securities Agent
-Series 65: Uniform Investment Adviser
-Life and Accident/Health Insurance

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

REGISTER FOR THIS EVENT & PAY HERE

YOU MUST REGISTER AND PAY THE FEE TO BE ADMITED TO THE MEETING BY ZOOM

Zoom Link:

https://us06web.zoom.us/j/85062555753?pwd=a2pTdzZTYXN4MG1ZaWFEa3lPV2VQZz09

Meeting ID: 850 6255 5753

Passcode: DdG21g

Find your local number: https://us06web.zoom.us/u/kJRDD1yVG