Sheree Tallerman
Newport Beach, California, United States
2K followers
500+ connections
About
PlanPerfect Inc. is a corporate retirement plan specialist aka Third Party Plan…
Articles by Sheree
Activity
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It was great to connect with our fellow colleagues at the conference. Contact us at any time to learn how to maximize your retirement plan…
It was great to connect with our fellow colleagues at the conference. Contact us at any time to learn how to maximize your retirement plan…
Liked by Sheree Tallerman
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To all my TPA partners, you can do this!
To all my TPA partners, you can do this!
Liked by Sheree Tallerman
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The PenChecks Team is trilled to be attending NAPA 401k Summit again this year in Nashville! Make sure you stop by Booth 812 to learn about our new…
The PenChecks Team is trilled to be attending NAPA 401k Summit again this year in Nashville! Make sure you stop by Booth 812 to learn about our new…
Liked by Sheree Tallerman
Experience
Education
Organizations
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CalCPA
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Women Presidents' Organization
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Provisors
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American Society of Pension Professionals and Actuaries
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More activity by Sheree
Today we kick off the National Institute of Pension Administrators (NIPA) BMC in beautiful Scottsdale. Compared to ice storms and weather in the…
Today we kick off the National Institute of Pension Administrators (NIPA) BMC in beautiful Scottsdale. Compared to ice storms and weather in the…
Liked by Sheree Tallerman
Last week I was part of a discussion related to Israel and Palestine at Hunter College that was derailed by heckling and disruption from students and…
Last week I was part of a discussion related to Israel and Palestine at Hunter College that was derailed by heckling and disruption from students and…
Liked by Sheree Tallerman
Love my ProVisors Network!!!! Julie Chendes, SPHR Dawn Newton Amy Cole, MBA, MAMI, CBI, CBB, CMAP Audrey Gee Carolyn Sweeney Lisa Crossett
Love my ProVisors Network!!!! Julie Chendes, SPHR Dawn Newton Amy Cole, MBA, MAMI, CBI, CBB, CMAP Audrey Gee Carolyn Sweeney Lisa Crossett
Liked by Sheree Tallerman
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