TOPICS:
Session 1 - Managing Your Retirement Plan – A Fiduciary Foundation
Session 2 - Building Blocks for a Successful Retirement Plan!
- This event has passed.
Rollins College, Winter Park, FL – Certified 401(k) Plan Fiduciary Program
June 3 @ 8:00 am - 2:00 pm
When
Tuesday, June 3, 2025
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Rollins College
Faculty Club
1000 Holt Ave
Winter Park, FL 32789
Faculty Club 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
Sue Perez, C(k)P®, QPFC
First Vice President, Financial Advisor
Wells Fargo Advisor
Sue is a Financial Advisor with Wells Fargo Advisors, a leading global financial services firm offering a wide variety of investment banking, securities, investment management, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition, she holds the QPFC, Qualified Plan Financial Consultant designation.
Throughout her career in the financial services sector, Sue has earned a reputation for providing clients with honest, professional, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both.
Prior to launching her career as a Financial Advisor, Sue held several executive positions in the residential and commercial lending industry. Throughout her career, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs.
Driving and Parking Directions
