TOPICS:
Session 1 - Attributes of a Retirement Plan Advisor
Session 2 - What Are The Latest Trends In DC Plans?
- This event has passed.
Randolph Macon College, Ashland, VA – Certified 401(k) Plan Fiduciary Program
January 29 @ 8:00 am - 2:00 pm
When
Wednesday, January 29, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Randolph Macon College
Brock Commons
304 Henry St.
Ashland, VA 23005
Dollar Tree Room
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."
The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
Agenda
Speaker(s)
Adjunct Lecturer
J. Cory Hoffer, MS, CIMA®, CFP®, C(k)PTM
President
Hermitage Wealth Management, Inc.
As the Founder of Hermitage Wealth Management, Inc., Cory is a driving force behind the firm's vision to adhere to our mantra, Timeless Solutions, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies.
Cory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed, he opened his own independent firm in Hermitage Wealth Management, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education.
In 2016 Cory completed his graduate degree, a Masters of Finance, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes.
More recently, in 2024, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification, awarded by the Investments & Wealth Institute®, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management, portfolio construction, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios.
With a strong commitment to his community, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife, Janine, reside in Richmond, Virginia, and spend most of their time rearing three active children.
Driving and Parking Directions
