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When
Tuesday, May 10, 2022
8:30AM - 12:00PM Eastern Time
Virtual Location
Manchester, NH
Following registration you will receive a confirmation email that includes details and your link to join the Virtual Program.
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
DOWNLOAD PDF
Speaker(s)
Adjunct Lecturer
Al Gilbert, C(k)P?
Co-Founder and Partner
Financial Strategies Retirement Partners
Al has more than 25 years of experience in the retirement plan consulting and wealth management field and holds the Accredited Investment Fiduciary? (AIF?) designation. Al is a partner in Financial Strategies Retirement Partners, which he co-founded with Shawn in 2007. Before forming Financial Strategies Retirement Partners, Al served as vice president and managing director of RSM McGladrey Retirement Resources and as area vice president for ADP Retirement Services.
Al holds the Certified 401(k) Professional (C(k)P?) designation administered by the Retirement Advisor University in collaboration with UCLA’s Anderson School of Management Executive Education. He has also served as an adjunct lecturer for The Plan Sponsor University (TPSU). He holds the FINRA Series 7, 26, 63 and 65 securities registrations through Commonwealth Financial Network and is a Registered Representative and Investment Adviser Representative with Commonwealth.
Graduating from University of New Hampshire’s Whittemore School of Business in 1990 with an economics degree, he resides in Hollis, New Hampshire, with his wife, Liz, and children, Josh and Ella.
Shawn Monty, C(k)P?
Co-Founder and Managing Partner
Financial Strategies Retirement Partners
Shawn has been providing wealth management, retirement income planning, and retirement plan consulting services for over 30 years. Shawn is the managing partner of Financial Strategies Retirement Partners, which he formed in 2007 along with Al Gilbert. Prior to forming FSRP, Shawn founded Financial Strategies in January 1995. Licensed in the mutual fund industry since 1985 and the insurance industry since 1988, he holds the Accredited Investment Fiduciary? (AIF?) designation and is a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network?.
Shawn holds the Certified 401(k) Professional (C(k)P?) designation administered by the Retirement Advisor University in collaboration with UCLA’s Anderson School of Management Executive Education. He has also served as an adjunct lecturer for The Plan Sponsor University (TPSU). He holds the FINRA Series 7, 26, 6 and 63 securities registrations through Commonwealth while also being the OSJ for the branch office.
Shawn graduated from Bryant College (now Bryant University) in 1985, earning a BS in business administration with a concentration in finance. He has served in a number of capacities on the boards of Child and Family Services of New Hampshire, Bedford Friends of Recreation, and the Financial Planning Association of Northern New England.
A lifelong resident of New Hampshire, Shawn has resided in New Boston since 1996 with his wife, Marylouise. Their adult son, Michael, lives in Charleston, SC.
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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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