2019 Bowling Green Plan Sponsor Workshop
Aug
14
11:00 AM11:00

2019 Bowling Green Plan Sponsor Workshop

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2019 BOWLING GREEN

PLAN SPONSOR WORKSHOP

JOIN US IN BOWLING GREEN, KY!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Bowling Green Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!

WEDNESDAY, AUGUST 14th, 2019

11:00 AM - 3:00 PM

Luncheon Included

Location:

To Be Announced!

 

Expert Guest Speakers:

TBA!

Hosted Locally By:

TBA!

Continuing Education Credits:

  • 1.5 Hours of CPE/CPA Credit

  • 1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)

  • 1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)

Discussion Topics:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Financial Wellness & Measuring Improved Outcomes

  • Ask the Expert - Local Professional Panel

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Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

NEED PLAN ASSISTANCE NOW?

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

  • Consultations custom-tailored to your plan

  • No-obligation, personalized Advisor matching service

  • Access to industry leaders and expert resources in your area

Click below to schedule a call with our team!

View Event →
2019 Oklahoma City Plan Sponsor Workshop
Aug
15
11:00 AM11:00

2019 Oklahoma City Plan Sponsor Workshop

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2019 OKLAHOMA CITY

PLAN SPONSOR WORKSHOP

JOIN US IN OKLAHOMA CITY, OK!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Oklahoma City Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!

THURSDAY, AUGUST 15th, 2019

11:00 AM - 3:00 PM

Luncheon Included

Location:

To Be Announced!

 

Expert Guest Speakers:

TBA!

Hosted Locally By:

TBA!

Continuing Education Credits:

  • 1.5 Hours of CPE/CPA Credit

  • 1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)

  • 1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)

Discussion Topics:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Financial Wellness & Measuring Improved Outcomes

  • Ask the Expert - Local Professional Panel

psw cert logos.png

Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

NEED PLAN ASSISTANCE NOW?

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

  • Consultations custom-tailored to your plan

  • No-obligation, personalized Advisor matching service

  • Access to industry leaders and expert resources in your area

Click below to schedule a call with our team!

View Event →
2019 Bakersfield Plan Sponsor Workshop
Nov
7
11:00 AM11:00

2019 Bakersfield Plan Sponsor Workshop

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2019 BAKERSFIELD

PLAN SPONSOR WORKSHOP

JOIN US IN BAKERSFIELD, CA!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Bakersfield City Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!

THURSDAY, NOVEMBER 7th, 2019

11:00 AM - 3:00 PM

Luncheon Included

Location:

To Be Announced!

 

Expert Guest Speakers:

TBA!

Hosted Locally By:

TBA!

Continuing Education Credits:

  • 1.5 Hours of CPE/CPA Credit

  • 1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)

  • 1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)

Discussion Topics:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Financial Wellness & Measuring Improved Outcomes

  • Ask the Expert - Local Professional Panel

psw cert logos.png

Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

NEED PLAN ASSISTANCE NOW?

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

  • Consultations custom-tailored to your plan

  • No-obligation, personalized Advisor matching service

  • Access to industry leaders and expert resources in your area

Click below to schedule a call with our team!

View Event →

2019 San Antonio Plan Sponsor Workshop
Jun
12
11:00 AM11:00

2019 San Antonio Plan Sponsor Workshop

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2019 SAN ANTONIO

PLAN SPONSOR WORKSHOP

JOIN US IN SAN ANTONIO, TX!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 San Antonio Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!

WEDNESDAY, JUNE 12th, 2019

11:00 AM - 3:00 PM

Luncheon Included

Location:

To Be Announced!

 

Expert Guest Speakers:

TBA!

Hosted Locally By:

TBA!

Continuing Education Credits:

  • 1.5 Hours of CPE/CPA Credit

  • 1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)

  • 1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)

Discussion Topics:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Financial Wellness & Measuring Improved Outcomes

  • Ask the Expert - Local Professional Panel

psw cert logos.png

Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

NEED PLAN ASSISTANCE NOW?

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

  • Consultations custom-tailored to your plan

  • No-obligation, personalized Advisor matching service

  • Access to industry leaders and expert resources in your area

Click below to schedule a call with our team!

View Event →
2019 Fresno Plan Sponsor Workshop
Jun
5
11:00 AM11:00

2019 Fresno Plan Sponsor Workshop

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2019 FRESNO

PLAN SPONSOR WORKSHOP

JOIN US IN FRESNO, CA!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Fresno Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!

WEDNESDAY, JUNE 5th, 2019

11:00 AM - 3:00 PM

Luncheon Included

Location:

To Be Announced!

 

Expert Guest Speakers:

TBA!

Hosted Locally By:

TBA!

Continuing Education Credits:

  • 1.5 Hours of CPE/CPA Credit

  • 1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)

  • 1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)

Discussion Topics:

  • What Every Fiduciary Needs to Know

  • Evaluating the Reasonableness of Plan Fees

  • Financial Wellness & Measuring Improved Outcomes

  • Ask the Expert - Local Professional Panel

psw cert logos.png

Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
 

NEED PLAN ASSISTANCE NOW?

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

  • Consultations custom-tailored to your plan

  • No-obligation, personalized Advisor matching service

  • Access to industry leaders and expert resources in your area

Click below to schedule a call with our team!

View Event →