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DTSTART;TZID=America/New_York:20260716T083000
DTEND;TZID=America/New_York:20260716T143000
DTSTAMP:20260714T173247Z
CREATED:20260518T120015Z
LAST-MODIFIED:20260714T173247Z
UID:8254-1784190600-1784212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-parkmd-tpsu-for-healthcare-fiduciaries/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T080000
DTEND;TZID=America/New_York:20260721T140000
DTSTAMP:20260625T145243Z
CREATED:20260521T120028Z
LAST-MODIFIED:20260625T145243Z
UID:7751-1784620800-1784642400@www.tpsuniversity.com
SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-buffalo-buffalo-ny-certified-401k-plan-fiduciary-program/
LOCATION:University of Buffalo\, 125 Service Center Rd\, Buffalo\, NY\, 14228\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T080000
DTEND;TZID=America/New_York:20260723T140000
DTSTAMP:20260717T124553Z
CREATED:20260526T120042Z
LAST-MODIFIED:20260717T124553Z
UID:8266-1784793600-1784815200@www.tpsuniversity.com
SUMMARY:University of South Florida\, Tampa\, FL - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-south-florida-tampa-fl-tpsu-for-healthcare-fiduciaries/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260729T083000
DTEND;TZID=America/Halifax:20260729T144500
DTSTAMP:20260720T222431Z
CREATED:20260530T120020Z
LAST-MODIFIED:20260720T222431Z
UID:7766-1785313800-1785336300@www.tpsuniversity.com
SUMMARY:Rescheduled from June 24\, 2026 - University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/
LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T080000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260727T181405Z
CREATED:20260605T120029Z
LAST-MODIFIED:20260727T181405Z
UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260819T080000
DTEND;TZID=America/New_York:20260819T140000
DTSTAMP:20260805T160803Z
CREATED:20260618T120053Z
LAST-MODIFIED:20260805T160803Z
UID:8274-1787126400-1787148000@www.tpsuniversity.com
SUMMARY:Rutgers University\, New Brunswick\, NJ - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/rutgers-university-new-brunswick-nj-tpsu-for-healthcare-fiduciaries/
LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260826T083000
DTEND;TZID=America/New_York:20260826T143000
DTSTAMP:20260805T160926Z
CREATED:20260626T120032Z
LAST-MODIFIED:20260805T160926Z
UID:8561-1787733000-1787754600@www.tpsuniversity.com
SUMMARY:Hilton Garden Inn Nashville Brentwood\,  Brentwood\, TN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/hilton-garden-inn-nashville-brentwood-brentwood-tn-certified-401k-plan-fiduciary-program/
LOCATION:Hilton Garden Inn Nashville Brentwood\, 217 Centerview Dr\, Brentwood\, TN\, 37027\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260827T080000
DTEND;TZID=America/New_York:20260827T140000
DTSTAMP:20260803T182808Z
CREATED:20260629T120017Z
LAST-MODIFIED:20260803T182808Z
UID:6723-1787817600-1787839200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 26\, 2026 - Texas State University\, San Marcos\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/texas-state-university-san-marcos-tx-certified-401k-plan-fiduciary-program/
LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260902T083000
DTEND;TZID=America/New_York:20260902T120000
DTSTAMP:20260707T152618Z
CREATED:20260706T120010Z
LAST-MODIFIED:20260707T152618Z
UID:7364-1788337800-1788350400@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-3/
LOCATION:CO
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260915T083000
DTEND;TZID=America/New_York:20260915T143000
DTSTAMP:20260803T171840Z
CREATED:20260717T120018Z
LAST-MODIFIED:20260803T171840Z
UID:7107-1789461000-1789482600@www.tpsuniversity.com
SUMMARY:George W. Bush Presidential Center\, Dallas\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-5/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260917T080000
DTEND;TZID=America/New_York:20260917T140000
DTSTAMP:20260804T132058Z
CREATED:20260720T120049Z
LAST-MODIFIED:20260804T132058Z
UID:6880-1789632000-1789653600@www.tpsuniversity.com
SUMMARY:Marquette University\, Milwaukee\, WI - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-4/
LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260929T080000
DTEND;TZID=America/New_York:20260929T143000
DTSTAMP:20260804T230315Z
CREATED:20260727T120008Z
LAST-MODIFIED:20260804T230315Z
UID:6841-1790668800-1790692200@www.tpsuniversity.com
SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/florida-atlantic-university-boca-raton-fl-certified-401k-plan-fiduciary-program/
LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260930T090000
DTEND;TZID=America/New_York:20260930T150000
DTSTAMP:20260805T221331Z
CREATED:20260803T120016Z
LAST-MODIFIED:20260805T221331Z
UID:6715-1790758800-1790780400@www.tpsuniversity.com
SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-4/
LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20261006T080000
DTEND;TZID=America/Chicago:20261006T140000
DTSTAMP:20260715T172311Z
CREATED:20260807T120025Z
LAST-MODIFIED:20260715T172311Z
UID:8848-1791273600-1791295200@www.tpsuniversity.com
SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20261007T090000
DTEND;TZID=America/Denver:20261007T150000
DTSTAMP:20260723T161118Z
CREATED:20260807T120024Z
LAST-MODIFIED:20260723T161118Z
UID:6941-1791363600-1791385200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 12\, 2026  - University of San Diego\, San Diego\, CA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, October 6\, 2026\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\n\n\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd.\, Suite 150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory. \n\n\n\n\nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		 \n\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR