Legacy Partners Eileen Brassil and Rose Doherty and Managers Christine Ernst and Angelica Palacios attended the AICPA Women’s Global Leadership Summit in San Diego, CA on November 6-8. Eileen Brassil said of the conference: “The AICPA Women’s Leadership Summit is designed to help women build skills in business development, mentoring, networking and client service and allow ... Read More ›
Legacy Partners Tim Cibulka, Bruce Pavlik, Eileen Brassil, Eric Baertsch, and Eric Wallin are scheduled to attend attend the 2019 International Foundation of Employee Benefit Plans 65th Annual Employee Benefits Conference in San Diego, CA from October 20-23. Bruce, Eileen, and Eric will all speak and/or moderate sessions at the Annual Conference. All five partners ... Read More ›
Legacy Principals Jim Kemperas and Terry Truesdale attended the International Foundation of Employee Benefit Plans’ Collection Procedures Institute from September 25 – September 26 in Boston, MA. The Institute provided information for benefit plan professionals on how to fulfill their fiduciary responsibility to collect benefit payments. Session topics included best practices, trends, and legal and ... Read More ›