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When
Thursday, February 6, 2020
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
San Jose State University
Student Union
One Washington Square
San Jose, CA 95192
Meeting Room 3 A&B
Contact
The Plan Sponsor University
registrar@tpsuniversity.com
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
The use of this 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.
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Agenda
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Speaker(s)
Adjunct Lecturer
Mark Laughton, C(k)P®, CPFA, AIF®
Vice President
Quintes
As Vice President at Quintes, Mark is responsible for business development and client satisfaction. He is passionate about helping clients successfully plan and prepare for a secure retirement outcome.
Mark loves the retirement plan industry because of the impact he is able to have through educating clients and the community on financial literacy and overall financial wellness. As an industry expert and Author, Mark is asked to speak at industry events along with SHRM and other local educational programs.
Mark is an Adjunct Lecturer for The Plan Sponsor University (TPSU), an affiliation of The Retirement Advisor University (TRAU). He holds a Bachelor of Science in Business Administration with a concentration in Finance from California State University, Chico. Mark is a Certified Plan Fiduciary Advisor (CPFA) by the National Association of Plan Advisors, a Certified 401(k) Professional – C(k)P designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management and an Accredited Investment Fiduciary (AIF).
In 2019, Mark was named as one of The Financial Times Top Financial Advisers as well as one of the National Association of Plan Advisors Top Plan Advisors Under 40.
Driving and Parking Directions
DOWNLOAD PDF
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The use of this seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval.
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The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
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