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2018 Monterey Plan Sponsor Workshop

  • Monterey Peninsula Country Club 3000 Club Road Pebble Beach, CA, 93953 United States (map)

Topics of Focus: 

What Every Fiduciary Needs to Know

RFP/RFI Best Practices

Financial Wellness & Measuring Improved Outcomes

Local Plan Sponsor Client Panel

More TBA!

Locally Hosted by: 


National & Local Expert speakers: 

Ask the Expert Q&A Panel

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)

Earlier Event: December 11
2018 Hawaii Plan Sponsor Workshop