2020 NAPA VALLEY
VIRTUAL FIDUCIARY SUMMIT
PART OF THE RETIREMENT PLAN ROAD SHOW
A donation supporting those affected by recent wildfires will be made to the Napa Valley Community Foundation on behalf of each attendee
JOIN US IN NAPA VALLEY!
Napa Valley area 401(k), 403(b), and Retirement Plan Sponsors are invited to attend a virtual fiduciary summit hosted by leading local specialists! The 2020 Napa Valley Virtual Fiduciary Summit is a comprehensive remote summit presented as part of the 2020 Retirement Plan Road Show.
This education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry specialists have helped thousands of plan sponsors strive to positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!
LOCAL AND NATIONAL GUEST SPEAKERS
Tuesday, December 8th, 2020
10:00 AM - 12:00 PM PST
Earn 2 Hours Approved CE Credit!
Stig Nybo, Plan Strategist - Strategic Retirement Partners
Steve Faggiolly, Managing Director, Northern California - Strategic Retirement Partners
Todd White, Managing Director, Northern California - Strategic Retirement Partners
Bradford Pineault, CFA Vice President, Capital Market Strategy Fidelity Investments
Jeanne Fisher, Managing Director - Strategic Retirement Partners
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
Aim to improve employee outcomes
Access executive benefits classes and plan sponsor training
Network with peers and industry leaders
DISCUSSION TOPICS:
Understanding the Fees & Pricing of Your Retirement Plan(s)
What Every Fiduciary Needs to Know in the New Economy
Plan Design, Participant Behavior, and Communication During Turbulent Times
Economic Update
Benchmarking & RFI/RFP Best Practices
More TBA!
WHO CAN BENEFIT:
Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
CERTIFIED CE CREDIT:
2 Hours of CPE/CPA Credit
2 Hours of HRCI/SPHR/PHR/GPHR General Credit
2 Hours of SHRM Professional Development Credits (PDCs)
CEBS Eligible
The financial consultants at Strategic Retirement Partners are registered representatives with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Global Retirement Partners, Strategic Retirement Partners and LPL Financial are separate entities from Fidelity and XGS.
HOW TO ATTEND
EVENT REGISTRATION
*$150 fee waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
Make the Most of Your Event
Review our Plan Sponsor Welcome Guide:
• Confirming your registration and receiving important event information
• What to expect before, during, and after the event
• Capitalizing on valuable networking and one-on-one discussion time
• Post-conference tools, resources and contacts
Review Your Plan Now
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
• CE credit approved virtual training sessions tailored to your plan needs
• Customized tools and resources
• Personalized plan evaluation and service provider matching
• Sessions promote youth financial literacy through partnership with Junior Achievement
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. Prerequisites Required: No prerequisites required to attend this event. Advance Preparation: No advance preparation required to attend this event.