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Orange County Breakfast Forum: Investments 101 - Understanding Retirement Plan Investments

  • 12 Feb 2015
  • 7:30 AM - 9:30 AM
  • Hotel Irvine (formerly the Hyatt), 17900 Jamboree Road



Investments 101 - Understanding Retirement Plan Investments


Our Speaker: Shannon Main, Managing Director at Penniall & Associates, Inc.

Shannon Main is a Managing Director with Penniall & Associates, Inc. She began her career in the financial services industry in 1994 and works exclusively providing customized retirement plan solutions for clients. Shannon earned a B.S. in Biological Sciences from the University of California, Irvine. She has attained the Certified Financial Planning (TM)  credential, Accredited Investment Fiduciary (AIF®) designation and holds multiple securities registrations. She is also a member of the American Society of Pension Professionals and Actuaries (ASPPA) and Western Benefits & Pension Council, Orange County Chapter.


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