2014 Los Angeles Fiduciary Summit


You are cordially invited to attend the 2014 Los Angeles Fiduciary Summit presented by Xponential Growth Solutions. Join industry professionals as we present exciting new ways to uncover new possibilities for your retirement plan. Click the button above to register for this event now!

Thursday, June 19 2014 // 11:00 am - 2:30 pm

Hyatt Regency Century Plaza 2025 Avenue of the Stars Los Angeles, California 90067

About this event:

Created by RJ

2014 Los Angeles Fiduciary Summit

Registration is now open for the 2014 Los Angeles Fiduciary Summit! Employers and Plan Sponsors from the Greater Los Angeles Area are gathering on June 19th at the Hyatt Regency Century Plaza to discuss fiduciary best practices and plan evaluation strategies for 401(k), 403(b), and retirement plans. This marks Xponential Growth Solutions’ 9th stop on the 2014 national Retirement Plan Roadshow.

Guest Speakers

  • Daniel Fienberg, CFP, C(k)P – Senior VP – HF Retirement Group @ Wells Fargo Advisors
  • Guy Horner – Managing Director – HF Retirement Group @ Wells Fargo Advisors

Ask the Experts – Industry Panel

  • Rachel Rico, CPA – Partner – Singer Lewak
  • Nicholas J. Waddles – Partner – Seyfarth Shaw LLP

Target Date Fund Portfolio Managers

  • Rich Weiss – Senior Portfolio Manager & Active Manager- American Century
  • Marco Merz– Director- Index Passive Manager- BlackRock

Topics of Discussion:

  • Maximizing Vendor Negotiations
  • Improving Participant Outcomes
  • What Every Fiduciary Needs to Know For 2014
  • Industry Expert & Target Date Fund Portfolio Manager Panel
  • Local Case Studies and Success Stories

Who Should Attend?

  • CFOs, HR Directors, Business Owners, and Fiduciaries
  • Plan Sponsors with 401(k), 403(b), 457, or DB Pension Plans

Continuing Education Credits:

  • 3 Hours of CPE/CPA Credit
  • 2.5 Hours of HRCI General Credit
  • 3 Hours of CEBS Credit


$150 Registration Fee. *Plan Sponsors request to participate in the one minute Retirement Roadshow Survey below to be eligible to receive free entrance, lunch, and access to summit reports! [Survey sent after completion of the registration form below.]

Seating Is Limited and Priority Will Be Given to Local Qualified Plan Sponsors. Only 6 Seats Left!

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