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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!