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DTSTART;TZID=America/New_York:20230914T083000
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DTSTAMP:20230901T135045Z
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, April 30\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nSacramento State University\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital Room \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 - Behavioral Finance\, Retirement Readiness\, Participant Outcome \n  \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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & Partner\nEncompass Wealth Advisers \nSheldon Nix joined the wealth management and retirement plan industry in 2009. He began working closely with business owners and assisting them with wealth management and 401K programs. Along the way\, he earned the Wealth Management Certified Professional\, WMCP® and Retirement Income Professional\, RICP® designations from the American College of Financial Services. He also earned the Certified 401(k) Professional\, C(K)P® through The Retirement Advisor University\, in collaboration with UCLA Anderson School of Management Executive. He is currently pursuing the Chartered Financial Consultant\, CHFC® and Qualified Plan Financial Consultant\, QPFC®\, designations. After 5 years as an advisor\, Sheldon moved into a leadership role developing talent within the industry. Early 2021\, he left his management role to focus on working full-time with clients and is the co-owner of Encompass Wealth Advisers. He specializes in wealth management\, 401K plan design\, and retirement income planning. \nSheldon is a black belt and member of the blackbelt council of Shotokan Karate of America. He enjoys the outdoors and spending time in nature with his wife Cassandra and son Elliott. \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					\n						Download PDF
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
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DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20230901T055922Z
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, April 30\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nSacramento State University\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital Room \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 - Behavioral Finance\, Retirement Readiness\, Participant Outcome \n  \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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & Partner\nEncompass Wealth Advisers \nSheldon Nix joined the wealth management and retirement plan industry in 2009. He began working closely with business owners and assisting them with wealth management and 401K programs. Along the way\, he earned the Wealth Management Certified Professional\, WMCP® and Retirement Income Professional\, RICP® designations from the American College of Financial Services. He also earned the Certified 401(k) Professional\, C(K)P® through The Retirement Advisor University\, in collaboration with UCLA Anderson School of Management Executive. He is currently pursuing the Chartered Financial Consultant\, CHFC® and Qualified Plan Financial Consultant\, QPFC®\, designations. After 5 years as an advisor\, Sheldon moved into a leadership role developing talent within the industry. Early 2021\, he left his management role to focus on working full-time with clients and is the co-owner of Encompass Wealth Advisers. He specializes in wealth management\, 401K plan design\, and retirement income planning. \nSheldon is a black belt and member of the blackbelt council of Shotokan Karate of America. He enjoys the outdoors and spending time in nature with his wife Cassandra and son Elliott. \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					\n						Download PDF
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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