New England
Next Meeting
Date: 5/22/2019
Location: TBD
City & State: TBD
Agenda:

Due to COVID-19 there are no in-person meetings planned at this time

 

                                          New England (NEUG)

                                                                 

                                                      Hilton Garden Inn, Springfield, MA

ABOUT THIS GROUP: 
The New England Relius User Group is comprised of members from the New England states as well as New York and New Jersey, however we welcome members from any part of the country. There is no membership fee, and the registration fees for our meetings are kept as low as possible. We charge only what is needed to cover the cost of the meeting. Our agendas are based on what the attendees would like to cover. User Group members are surveyed to solicit their input on the topics they would like to see on the agenda and then we work with FIS to accommodate the topics. We encourage roundtable discussions on the topics/issues members see in their offices and discuss how other offices handle like situations. Our goal is for each attendee to learn at least one thing about Relius or Qualified Plans each time they attend a meeting. We also hope that the suggestions we send back with the FIS trainer will be valuable to the further enhancements of Relius products.


Meeting:

The cost for the meeting will be $100.00 for the first attendee per firm, $85.00 for each additional attendee thereafter.  (Breakfast and Lunch included).

Make all checks payable to the New England Relius User Group. Mail to: Nancy Allen; T.R Paul, Inc.; 14 Commerce Road; P.O. Box 5508; Newtown, CT  06470

Click here for the May 22nd, 2019 Meeting Agenda.
Membership Information
  $0 Membership Fee - $100 Meeting Fee - $85 per additional attendee
Post Meeting Information
  Details
Officers *Group Contact
* Cheryl Holben, Co-Chairperson
Qualified Plan Consultants, Inc.
46 Daggett Drive
West Springfield, MA 01089
413-736-2066
413-781-5997 (Fax)
cheryl@qpc-inc.com
Nancy Allen, Treasurer
T.R. Paul, Inc.
PO Box 5508
Newtown, CT 06470
203-426-8161 x212
203-270-0927 (Fax)
nja@trpaul.com