Charlotte Chapter Meeting: Hot Topics in the Retirement Plan Industry

When:  Mar 8, 2016 from 11:15 AM to 1:15 PM (ET)
Associated with  Charlotte, NC

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Program:  Hot Topics in the Retirement Plan Industry

Tuesday, March 8th, 2016

This program covers changes in rules in regulations, plan design and employee readiness.

At the session, participants will learn the changes in rules and regulations in the retirement plan industry, plan design and how to prepare employees for their retirement. 



Chris Reilly, CRPC

Retirement Plan Specialist

Bank of America Merrill Lynch Retirement Services Group


James F. Clardy Jr., CRPC®

Senior Financial Advisor

Vice President

Merrill Lynch Wealth Management


Please see attached files for presenter bios.


Schedule for Program

Registration and networking:  11:15am to 11:45am

Lunch:  11:45am to 12:15pm

Program:  12:15pm to 1:15pm


To register please call the CFMA Charlotte Administrator at 704-609-4489; or email your registration to  Payments should be mailed to CFMA Charlotte, PO Box 31222, Charlotte, NC 28231-1222.  Please make checks payable to CFMA Charlotte.

To register online, visit and click on the Events Page.  Once you click on the event to register. 

*CFMA Members or Returning Guests:  Use the Blue Button at the top of the page to “Login to see members only content”.  You will use your CFMA website ID and password to log on.

**Guests:  Please click on the Red “New Users” button to create a website ID.


If registration is received by Monday, March 7th, 2016 the cost is $30 for members and $40 for guests. 

After Monday, March 7th,  the cost is $35 for members and $45 for guests. 

Session Policies

Refunds and Cancellations

Meeting registration must be paid prior to the meeting or at the door.  No-shows and cancellations after Monday, March 7th, 2016 will be invoiced. 

Program participants can earn up to 1 CPE credit in Business Management & Organization of study. 

Additional Information:

Prerequisites:  None 

Who Should Attend?


Accounting Personnel

HR Personell

CPAs working in a training capacity

Advanced Preparations:  none

Program Level:  Intermediate

Delivery Method:  Group-Live


GreerWalker LLC will be sponsoring CPE Credit for CFMA this season.  When you register, please note if you would like this course to apply towards your required hours.  Thank you to GreerWalker!!! 


GreerWalker LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


The meeting will be held at Byron's Southend, located at 101 W. Worthington Avenue, Suite 180.  Byron's Southend is located in the Courtyard Building of the Design Center of the Carolinas.  The Design Center is located on the corner of W. Worthington Ave. and Camden Rd., directly behind Sullivan's on South Blvd.  For complete directions, call Byron's Southend at 704-333-9779

***Parking***  Please be aware of the parking options

There are two parking lots for Byron’s Southend.  There is one at the corner of W. Worthington and Camden. 

For additional parking, go to the following parking lot.  If you are in front of the design center on W. Worthington headed towards S. Tryon, go to the stop sign and turn left on Haskins.  There is an additional parking lot on the right.


If you have any questions regarding CFMA, meeting registrations or the cancellation policy, please contact our chapter administrator.  Jennifer Wagner by phone (704) 609-4489 or



Byron's Southend
101 W. Worthington Avenue, Suite 180
Charlotte, NC 28203

Pricing Information

Registration Regular Late
CFMA-Member $30.00 $35.00
Non-CFMA-Member $40.00 $45.00


Jennifer Wagner
(704) 609-4489