2019 ORLANDO FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
THANK YOU FOR JOINING US IN ORLANDO!
Orlando-area 401(k), 403(b) and Retirement Plan Sponsors gathered for the 2019 Orlando Fiduciary Summit on Wednesday, October 2nd, 2019. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
The summit was a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
GUEST SPEAKERS:
HOSTED LOCALLY BY:
C(k)P, AIF(r), CPFA Senior Vice President - NFP
John Choate, Former Navy SEAL, Managing Director & Founder - SA-720 Strategies
Bennie Lewis, CPA, Audit Partner - Assurance Dimensions
Gary Kleinschmidt, Director, Head of Retirement - Legg Mason
Olivia Hails, APMA, Retirement Director - Janus Henderson
MJ Zayac, Director of Defined Contribution - Alliance Bernstein
DISCUSSION TOPICS:
Promoting and Evaluating the Success of Your Plan
Behavioral Finance and Financial Wellness
Ask the Experts - Local Professional Panel
Plan Sponsor Panel
Four SEAL Principles for Optimal Teamwork
Purpose Driven Plan Design
RFI & RFP Best Practices & New Technology
How to Effectively Review Plan Performance & Fees
What Every Fiduciary Needs to Know
More Topics TBA!
CERTIFIED CE CREDIT:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Professionals Seeking HR and Benefits Administration training
Pension and Healthcare executives
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
REASONS TO ATTEND:
Gain Confidence About Fiduciary Responsibilities
Measure, evaluate and benchmark your current plan
Maintain ERISA compliance
Discover new ideas and insider tools
Get clarity and direction on best practices
Improve Employee outcomes
Access Executive Benefits classes and Plan Sponsor training
Network with Peers and Industry Leaders
Event Registration
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Ready for the next step?
Make the Most of Your Event
Review our plan sponsor welcome guide
Review Your Plan Now
Receive a no obligation complementary review
ATTENDANCE POLICY:
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
CANCELLATIONS AND REFUNDS:
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.
CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.