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
To Be Announced!
Expert Guest Speakers:
Hosted Locally By:
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)
What Every Fiduciary Needs to Know
Evaluating the Reasonableness of Plan Fees
Financial Wellness & Measuring Improved Outcomes
Ask the Expert - Local Professional Panel
*$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!