PLAN SPONSOR WELCOME GUIDE

Event Details: A few days prior, keep an eye out for an update email including parking, agenda and room location info. If you have any specific questions please feel free to reach out to our team.

Goals and Questions: Think about the goals and initiatives that are top of mind for your organization, and write down any questions you may have about achieving them.

Connect with the speakers: Be sure to check out the event website for Speaker bios, and connect with us on LinkedIn.

Check-In: As you arrive, stop at the sign-in table to receive your name tag and request any needed Continuing Education Credits. From there you can grab food and find a seat in the main room.

Network and Participation: Take this opportunity to connect directly with your fellow local plan sponsors and executives.

Resources, Tools and Evaluation Form: Don’t forget to fill out your evaluation form! Paper copies will be provided, or scan the QR code given to complete online. This ensures you receive the correct CE Credits, and helps us improve future events!

Collect your CE Credit certificates, delivered via email within 24-48 hours of verified attendance.

Implement what you’ve learned by sharing your knowledge with your team, committee, and participants.

Continue your virtual learning with online courses offered by Fiduciary Education.

Receive a customized plan evaluation from a local expert by enrolling in the Plan Sponsor Connect Portal.

Check for email confirmation & reminders: Once your registration is complete, we will send you an invitation through the video conferencing client (Zoom, GotoWebinar, Microsoft Teams, etc.) Add the event to your calendar, and keep an eye on your inbox for your unique attendance link and any updates to the event!

Create an account and install the necessary video conferencing client: Instructions for Zoom | Instructions for GotoWebinar | Instructions for Microsoft Teams

Make the most of your time by limiting distractions and prioritizing a comfortable workspace.

Take notes and participate in polls & activities to keep yourself engaged in the discussion.

Download valuable tools & resources provided by event hosts & speakers.

Don’t be afraid to ask questions! Our expert hosts and speakers are here to offer answers and insight.

Collect your CE Credit certificates, delivered via email within 24-48 hours of verified attendance.

Implement what you’ve learned by sharing your knowledge with your team, committee, and participants.

Continue your virtual learning with online courses offered by Fiduciary Education.

Receive a customized plan evaluation from a local expert by enrolling in the Plan Sponsor Connect Portal.