Established 1973
Presentations
Below are links to recent presentations that we have given. Just click on the presentation and it will take you to a .pdf file that you can either view directly or copy and save to your computer. There are two slides per page. If you would like the presentation as one slide per page, please contact us.
Round Rock Chamber of Commerce & Williamson County Human Resource Management Association (HRMA) - "Navigating the Future of Healthcare" meeting - Oct. 14, 2011 - Top 10 Mistakes Employers Make When Buying Insurance in Employee Benefit plans
30th Anniversary Symposium of International Society of Certified Employee Benefit Specialists (ISCEBS) - Oct. 3, 2011 - Lethal Combination: Fraud & Employee Benefit Plan$ - See program Brochure for 3 day meeting.
Northern California Chapter of International Society of Certified Employee Benefit Specialists - May 12, 2100 - Fraud: Employee Benefit Plans
Austin Chapter of Certified Fraud Examiners (ACFE) - Dec. 8, 2010 - Fraud in Employee Benefit Plans
Texas Seed Trade Association (TSTA) - Nov. 16, 2010 - Impact of Mid-Term Elections and Health Care Reform
Austin Chapter of Financial Executives Network Group (FENG) - Sept. 21, 2010 - Health Care Reform: Are you Ready for the 2010 & 2011 Changes?
Austin Human Resource Management Association (AHRMA) and the Central Texas Compensation and Benefits Association (CTCBA) Annual Joint Meeting - July 15, 2010 - Health & Welfare Benefit Plans: Solutions for the confused and Health Care Reform
ML&R Personnel Solutions (MLRPS) a subsidiary of Maxwell Locke & Ritter, CPAs & Consultants (ML&R) - CFO Briefing - June 23, 2010 - Health Care Reform: Are you Ready for the 2010 & 2011 Changes?
Austin Chapter of the Society of Financial Service Professionals (SFSP) - Feb 11, 2010 - It's Time to Rethink the Tax Advantages of Retirement Plans for your Very Successful Smaller Client / Prospect
Texas Seed Trade Association (TSTA) - Feb 8, 2010 - Top 10 Mistakes Employers Make When Buying Insurance in Employee Benefit Plans!