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Orange County Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
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Orange County Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments
When
12 Feb 2015
7:30 AM - 9:30 AM
Location
Hotel Irvine (formerly the Hyatt), 17900 Jamboree Road
Investments 101 - Understanding Retirement Plan Investments
Our Speaker: Shannon Main, Managing Director at Penniall & Associates, Inc.
Shannon Main is a Managing Director with Penniall & Associates, Inc. She began her career in the financial services industry in 1994 and works exclusively providing customized retirement plan solutions for clients. Shannon earned a B.S. in Biological Sciences from the University of California, Irvine. She has attained the Certified Financial Planning (TM) credential, Accredited Investment Fiduciary (AIF®) designation and holds multiple securities registrations. She is also a member of the American Society of Pension Professionals and Actuaries (ASPPA) and Western Benefits & Pension Council, Orange County Chapter.
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