CPE Month Webinar Series: Personal Finance and Retirement Planning Matters

We are pleased to invite you to participate in our free Continuing Professional Education (CPE) events held throughout the month of December. Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session. If you do not receive the confirmation emails, please get in touch with me at lsherrill@schneiderdowns.com.

Personal Finance and Retirement Planning Matters

3 CPE Hours

Topics Covered to Include*:

  • Market Update and Key Issues for Investors to Consider
  • Designing Retirement Programs to Navigate the Great Resignation
  • What is a Private Family Office?

*Topics subject to change. 

About Schneider Downs Retirement Solutions

Schneider Downs Retirement Solutions has experience in all facets of qualified and non-qualified plan delivery, which allows us to be flexible to the needs and direction of our clients. Our specialized team of advisers and consultants provide objective advice and expertise to help plan sponsors govern their retirement plans appropriately, mitigate risk, improve participant outcomes and support efficient and compliant plan operations.

To learn more, visit our dedicated Retirement Solutions Services page.

Get the weekly newsletter with our most recent columns and relevant insights to you.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.


Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.