Agenda  -  Speaker(s)  -  Driving/Parking Directions

Agenda

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Speaker(s)

Adjunct Lecturer

Walter Grant, C(k)P®, ChFC®, CRPS®, CPFA®, CBFA®, AIF® 

President 
Aegis Retirement Group / HUB International

Walter has a background in accounting and began in the industry as a generalist over 20 years ago. Through his work, Walter saw that there was a deficiency in how people were educated about qualified / non-qualified investment options. He decided to move on his tax knowledge and began partnering with TPA’s to hone his knowledge and fulfill client needs in that area. 

Walter's industry experience focuses on plan optimization and the utilization of behavioral finance tools to increase participant enrollment and individual contributions to the plans. He inter-acts closely with plan sponsors to help them manage and monitor their company plans as well as minimizing fiduciary liability and exposure. He deals extensively with corporate 401(k) plans as well as executive compensation and individualized planning. 


Walter enjoys giving back to the community and is active in sports both as a spectator and teaching/coaching his children. Walter also loves spending time with his family, and travel internationally (especially the Bahamas).

• B.A. Accounting from Ole Miss
• American College ChFC®
• College for Financial Planning CRPS® 
• Center of Fiduciary Studies AIF® 
• The Retirement Advisor University, a collaboration with UCLA Anderson School of Management Executive Education C(k)P® 
• NAPA CPFA®
• Allianz Global Investors Center CBFA® 

Driving and Parking Directions

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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.