Aaron Karr

The council will meet to learn about estate planning from Aaron Karr, Pension Consultant from Polycomp in Roseville.Karr will be speak on a variety of estate planning topics, including retirement plan type comparisons & current events & legislation affecting them.

Aaron Karr Pension Consultant

Aaron Karr Polycomp
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Aaron Karr, Pension Consultant

Aaron Karr has been in the retirement plan industry since 1993. Since joining Polycomp in 2002, he has personally installed over 120 tax qualified retirement programs using creative plan design.
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Prior to joining Polycomp, Aaron worked for Franklin Templeton Investments in their qualified plan department serving in customer service, plan installations, and plan administration.

He has earned his Accredited Pension Administrator designation through the National Institute of Pension Administrators (NIPA), and his qualified 401(k) Administrator designation through the American Society of Pension Professionals and Actuaries (ASPPA). Aaron is also a former President of the Sacramento Chapter of NIPA and taught over 15 ASPPA courses helping others on the path to earning professional accreditations.

Aaron graduated from California State University Sacramento with a degree in Economics.

Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on September 11, 2008 to InterSecurities, Inc. on 403(b).
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Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on July 24, 2008 to InterSecurities, Inc. on DC2- Defined Contribution Advanced.
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Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on June 26, 2008 to InterSecurities, Inc. on DC1- Defined Contribution Basics.
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Aaron Karr, Pension Consultant, will be presenting a seminar on June 19th with Nationwide Financial and Clarke Lanzen & Skalla Investment Firm on Automatic Enrollment Plans and Tax Planning Strategies for 2008.
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Aaron Karr, Pension Consultant, recently presented a seminar at the 2007 Financial Network National Planning Conference in Grapevine, TX: Cashing in on the "Professionals' Prosperity Act" of 2006.

Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on July 24, 2008 to InterSecurities, Inc. on DC2- Defined Contribution Advanced.
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Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, will be making a presentation on September 11, 2008 to InterSecurities, Inc. on 403(b).

Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, recently spoke to InterSecurities, Inc. on 403(b).
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Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, spoke to InterSecurities, Inc. on DC2- Defined Contribution Advanced.
...
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, spoke to InterSecurities, Inc. on DC1- Defined Contribution Basics.
...
Aaron Karr, Pension Consultant, presented a seminar with Nationwide Financial and Clarke Lanzen & Skalla Investment Firm on Automatic Enrollment Plans and Tax Planning Strategies for 2008.