2013 Western Washington Fiduciary Summit

REGISTER FOR THIS EVENT

You are cordially invited to attend the 2013 Western Washington Fiduciary Summit presented by Xponential Growth Solutions. Join industry professionals as they discuss fiduciary issues impacting plan sponsors. Click the button above to register for this event now!

Wednesday, October 16 2013 // 11:00 am - 2:30 pm

The Bellevue Club 11200 SE 6th St Bellevue, WA 98004


About this event:

Created by Mike K

Hosted By:

  • ClearPoint Financial – Bellevue

Guest Speakers:

  • Alliant Employee Benefits

  • Clark Nuber

Topics to be Discussed Include:

  • Target Date Fund Panel

  • Convergence of Healthcare, Benefits and Retirement Plans

  • What Every Fiduciary Needs to Know for 2013 & 2014

  • Plan Sponsor Panel – Local Case Studies & Success Stories


2013 Western Washington Fiduciary Summit

Washington’s retirement plan sponsors are gathering on October 16th at the Bellevue Club from 11:00am to 2:30pm for the 2013 Western Washington Fiduciary Summit. Summit hosts ClearPoint Financial, will be discussing fiduciary best practices and plan evaluation strategies for 401(k), 403(b), and retirement plan leaders. Special guest speakers from Alliant Employee Benefits and Clark Nuber will also be highlighted. This marks Xponential Growth Solutions 14th stop on the national Retirement Plan Roadshow!

Who Should Attend?

    1. Plan Sponsors, Business Owners, Fiduciaries, Trustees, Committee Members, and HR/Finance Professionals.
    2. Companies or Organizations with any sort of 401(k), 403(b), DB, Pension, or Profit Sharing Plan
    3. Plans looking to evaluate, understand, or upgrade.

Continuing Education Credits:

  • 3 Hours of CPE/CPA Credit
  • 2.5 Hours of HRCI/SPHR/PHR/GPHR General Credit

Cost:

Seating is limited. $150 Registration Fee Waived On A Select Basis For Qualified Plan Sponsors.


Register for this event!

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