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
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!