TOPICS:
Session 1 - Role and Responsibilities of your Advisor and Advisor Team
Session 2 - Targets Date Funds and/or Managed Account
- This event has passed.
Boston College, Boston, MA – Certified 401(k) Plan Fiduciary Program
June 20, 2024 @ 8:00 am - 2:00 pm
When
Thursday, June 20, 2024
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Boston College
Walsh Hall
150 St. Thomas More Rd
Boston, MA 02135
131 Function 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
Lorenzo P. Gaudioso, CFP®, C(k)P®, CRPS®
Retirement Plan Advisor & Wealth Advisor
Carson Wealth
Lorenzo has been advising clients in the financial service and retirement industry for over two decades. A graduate of Fairfield University and a Certified Financial Planner™ professional, he concentrates on building comprehensive wealth management strategies and corporate retirement solutions for busy business owners and families.
Working together with his clients, Lorenzo uses a defined and disciplined process that begins with the client’s goals and what is most important to them. Through this process, he helps to design retirement plans which are designed to strengthen clients’ financial health by protecting, growing, and transitioning wealth in a tax-efficient manner.
Lorenzo lives in Roxbury, CT, with his wife and son and is an active member of the community. He participates on regional boards, focusing on local tourism, conservation, and planning. He also sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon and is an active member of King Solomon Lodge No. 7 in Woodbury, CT; St. Elmo Commandery No. 9 in Meriden, CT; and the Lafayette Consistory in Stratford, CT.
Outside of work, Lorenzo enjoys cooking, gardening, wine tasting, public speaking, and traveling.
Driving and Parking Directions
