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2019 Orlando Fiduciary Summit

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2019 ORLANDO FIDUCIARY SUMMIT

PART OF THE RETIREMENT PLAN ROAD SHOW

JOIN US IN ORLANDO!

Orlando-area 401(k), 403(b) and Retirement Plan Sponsors are gathering for the 2019 Orlando Fiduciary Summit. 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 is 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.

WEDNESDAY, OCTOBER 2nd 2019

11:00AM - 3:00PM

Luncheon included

The Ritz-Carlton Orlando, Grande Lakes

4012 Central Florida Pkwy

Orlando, FL 32837

 

GUEST SPEAKERS:

HOSTED LOCALLY BY:

Jamie Hayes   C(k)P, AIF(r), CPFA Senior Vice President - NFP

Jamie Hayes

C(k)P, AIF(r), CPFA Senior Vice President - NFP

John Choate , Former Navy SEAL, Managing Director & Founder - SA-720 Strategies

John Choate, Former Navy SEAL, Managing Director & Founder - SA-720 Strategies

Bennie Lewis, CPA , Audit Partner - Assurance Dimensions

Bennie Lewis, CPA, Audit Partner - Assurance Dimensions

Gary Kleinschmidt , Director, Head of Retirement - Legg Mason

Gary Kleinschmidt, Director, Head of Retirement - Legg Mason

Olivia Hails , APMA, Retirement Director - Janus Henderson

Olivia Hails, APMA, Retirement Director - Janus Henderson

MJ Zayac , Director of Defined Contribution - Alliance Bernstein

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

 
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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

 
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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

 
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2019 RETIREMENT PLAN ROAD SHOW

Your Route to Better Retirement & Benefits Plan Management

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.