The Cedarville University Retirement Committee is excited to announce an educational seminar for all University employees. This is the third in a series of seminars that have been hosted on campus.
The University has retained Millennium Advisory Services (MAS), a registered investment advisory firm, to administer this session.
The group seminar, “Navigating Tax Changes and Handling Market Volatility” will be offered on Wednesday, August 29th at noon in the BTS 103. Please bring your lunch.
Millennium will be on campus beginning Tuesday, August 28th through Thursday, August 30th with scheduled availability to meet individually with interested employees.
If you would like to schedule an individual appointment to discuss your retirement account or to review Millennium’s financial planning process, please contact Debbie Lovings at 877-435-2489 or email dlovings@mcmva.com. These one on one meetings will allow time for specific discussions related to the following topics:
- Understanding Cedarville University Retirement Plan options
- Reviewing or initiating individualized financial planning goals
- Understanding the MAS financial planning process and service offerings for professional fee-based investment management of retirement plan account(s)