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WebbCharlie Reading is a Managing Director of Efficient Portfolio, a Chartered Financial Planner, Partner at True Potential Wealth Management LLP, speaker, and author that has a passion for amazing financial planning. Having been in the Financial Services industry since 1999, his qualifications place him in the top 10% of all individual financial advisers in the UK, … Webb2. Detailed: All the necessary information has to be in your invitation. A retirement party invitation will simply point the way for your colleagues. A good corporate retirement plan … WebbJames Olson has 20 years’ experience in the retirement plan industry. ... Shohil is a member of the IRA Solutions team working with Plan Sponsors, TPAs, 3(16) fiduciaries, Recordkeepers and Financial Advisors by helping them mitigate fiduciary risk associated with missing participants and uncashed checks associated with their retirement plans. dominos syracuse university