January 21, 2026 Monthly Luncheon
(RSVP by 11/16)
11:45am - 1:30pm
Drumlins, University Room l 800 Nottingham Rd, Syracuse NY 13224
"Top IRA Planning Mistakes"
Join us for this presentation that will cover commonly made IRA planning mistakes that put clients’ retirement plans in jeopardy and threaten client/advisor relationships. Doug will help you and your clients avoid these common mistakes by communicating what to look for. The collective goal is to make the most of IRA savings. Doug will focus on problem areas, including beneficiary designations, spousal inheritance options and IRA, Roth IRA and RMD issues.
Speaker: Doug Orton, MFS Fund Distributors, Inc
Doug Orton, CRPC, is a Vice President and business development consultant at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management. In this role, he is responsible for marketing MFS' individual retirement products and training the firm's sales teams on retirement topics. He also delivers best-practice ideas to advisors and mangers from across the industry.
Doug joined MFS in 2007. He has worked in the financial services industry since 1993, holding roles in sales, tax and compliance, training and marketing. Doug earned a Bachelor of Science degree in psychology from Colorado College. He holds Series 24 and 63 licenses from FINRA and the CRPC designation from the College for Financial Planning.
Sponsor: Phil Martin, MFS Investment Management
We are awaiting one CE credit to be approved by The CFP Board.
Please register no later than Friday, January 16th for this program. Sponsors are charged for all those that RSVP, so please attend if registered.