CPA CPE Forum Slated for June 10, 2015 in Manchester, NH
SAVE THE DATE — Eldridge Investment Advisors has announced the date and topics of its next educational event specially designed for CPAs. This year's full-day event offers eight seminars with opportunites for earning eight CPE credits.
Retirement Plan Resource:
2015 Retirement Plan Limits
Download this handy list of the IRS inflation-adjusted retirement plan contribution limits.
Independent by nature. Driven by trust.
Eldridge Investment Advisors, Inc. is an independent investment advisory firm focused on investment and retirement plan consulting. Through our relationship with LPL Financial, the nation's #1 independent brokerage firm,* we have wide flexibility to build investment strategies to help you meet your needs, not ours.
As ERISA fiduciaries in an advisory capacity, we work solely in your best interest. As independents, we sell no investment products of our own, allowing our investment advisors to devote their time to understanding and serving your needs — not meeting sales goals or product quotas. Our independence gives us the freedom to select from among the best of the nation's leading providers of investment and insurance products.
Eldridge Investment Advisors serves:
- Individuals and families
- Closely held businesses
- Retirement plan sponsors/trustees
- Corporations, non profits, associations
* As reported in Financial Planning magazine 1996-2014, based on total revenues.