View articles by David Montgomery, C(k)P®, CPFA®, AIF®, CRPS®

February 25, 2020 FWCEBC Dinner Meeting -…

February 13, 2020

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January 21, 2020 FWCEBC Dinner Meeting -…

January 20, 2020

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November 20, 2019 FWCEBC Dinner Meeting -…

November 11, 2019

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FWCEBC President's Letter / 2019-2020 Season

October 22, 2019

9 likes2 comments

October 22, 2019 FWCEBC Dinner Meeting -…

October 2, 2019

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What Pulling Weeds Teaches Us About…

September 17, 2018

16 likes

May 15, 2018 - Florida West Coast Employee…

May 7, 2018

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2018 Annual Education Workshop - Florida…

March 27, 2018

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Florida West Coast Employee Benefits Council…

February 21, 2018

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Why Are People Not Able To Retire?

February 15, 2018

12 likes

Florida West Coast Employee Benefits Council…

January 24, 2018

Florida West Coast Employee Benefits Council…

December 15, 2017

5 likes1 comment

Ongoing Evaluation of a 3(38) Fiduciary

October 30, 2017

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November 14, 2017 Dinner Meeting - Florida…

October 25, 2017

October 17, 2017 Dinner Meeting - Florida…

October 6, 2017

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NEW DATE - FWCEBC Dinner Meeting - September…

September 17, 2017

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Can You Provide Input To A 3(38) Fiduciary?

April 18, 2017

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Distance Yourself From Retirement Plan…

August 11, 2016

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Hiring an ERISA 3(38) Fiduciary? Here Are…

April 20, 2016

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Fidelis - The Next Level of Outsourced ERISA…

March 17, 2016

8 likes