The Illinois Valley Area Chamber of Commerce and Economic Development (IVAC) will hold their Business Breakfast Seminar on Wednesday, December 13th @ 7:15 a.m. at Mario’s Maples in Peru. The focus of the seminar will be “Avoiding 401K Compliance Mistakes”.
Speaker: Steve Witek, CFP - LPL Financial
Steven Witek is a Certified Financial PlannerÔ and Investment Advisor with LPL Financial. Steven has over 30 years experience in the investment industry.
Steven provides comprehensive financial planning services to both business and individual clients. Investments, insurance, taxation, retirement planning, and estate planning are some of the main areas he works with clients on. From an investment standpoint, Steven focuses on asset allocation, utilizing a wide range of investment products including: stocks, bonds, mutual funds, annuities, REITs, ETFs and managed accounts. Periodic reviews are an essential component of Steven’s practice.