BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:TPSU - The Plan Sponsor University
X-ORIGINAL-URL:https://www.tpsuniversity.com
X-WR-CALDESC:Events for TPSU - The Plan Sponsor University
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240213T083000
DTEND;TZID=America/New_York:20240213T143000
DTSTAMP:20260424T091546
CREATED:20231213T133058Z
LAST-MODIFIED:20240202T152617Z
UID:3613-1707813000-1707834600@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\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T083000
DTEND;TZID=America/New_York:20240208T143000
DTSTAMP:20260424T091546
CREATED:20240104T201938Z
LAST-MODIFIED:20240207T160146Z
UID:3742-1707381000-1707402600@www.tpsuniversity.com
SUMMARY:Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/serendipity-labs-conference-center-certified-401k-plan-fiduciary-program/
LOCATION:Serendipity Labs\, 100 North Point Center 30022\, Alpharetta\, GA\, 30022\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231212T083000
DTEND;TZID=America/New_York:20231212T120000
DTSTAMP:20260424T091546
CREATED:20231206T214356Z
LAST-MODIFIED:20231206T214513Z
UID:3602-1702369800-1702382400@www.tpsuniversity.com
SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-fairfield-ct-certified-401k-plan-fiduciary-program/
LOCATION:PA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231130T080000
DTEND;TZID=America/New_York:20231130T140000
DTSTAMP:20260424T091546
CREATED:20231024T162128Z
LAST-MODIFIED:20231129T154646Z
UID:3312-1701331200-1701352800@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231114T083000
DTEND;TZID=America/New_York:20231114T143000
DTSTAMP:20260424T091546
CREATED:20231023T222642Z
LAST-MODIFIED:20231023T223031Z
UID:3302-1699950600-1699972200@www.tpsuniversity.com
SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/california-state-university-long-beach-certified-401k-plan-fiduciary-program/
LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20260424T091546
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20260424T091546
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:PA
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260424T091546
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260424T091546
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260424T091546
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@www.tpsuniversity.com
SUMMARY:Villanova University\, Villanova\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program/
LOCATION:Villanova University West Campus – Garey Hall\, Room 10A\, Spring Mill Rd & County Line Rd\, Villanova\, PA\, 19085
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20260424T091546
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\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260424T091546
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\nWednesday\, March 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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:  \nSession 1 - Fiduciary Review\n \nSession 2 - Pooled Employer Plans (PEP) \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\nJames P. Sinnott\, CFP®\nVice President\nCapstone Retirement Group \nJim is a seasoned advisor with over a decade of extensive experience in the financial services industry. His primary focus is on collaborating with clients to comprehend\, establish\, and uphold proven corporate solutions that empower employers to optimize their human capital. At\nCapstone\, a respected consultancy with a cumulative industry expertise of over 100 years\, he heads the Greater Philadelphia Retirement Practice. \nCapstone stands as a distinguished professional employer services consulting practice. Our adept advisors work with small\, mid-sized\, and large companies to establish and oversee the ideal ecosystem for recruiting and retaining employees. Our comprehensive services encompass Retirement Plan advisory\, Corporate Benefits consultation\, and Wealth Management solutions. We guide clients through provider benchmarking\, meticulous analysis and selection\, rigorous investment due diligence\, steadfast fiduciary oversight\, and educational initiatives designed for both retirement plan sponsors and participants. \nJim is a proud graduate of the Catholic University of America in Washington DC\, holding a bachelor’s degree in accounting. He further honed his expertise by obtaining a certificate in financial planning from Georgetown University. As a distinguished CERTIFIED FINANCIAL\nPLANNER™ professional\, Jim exemplifies unwavering commitment to the highest ethical standards when partnering with clients. \nBeyond his professional pursuits\, Jim dedicates his time to the La Salle College High School Alumni Association Board\, where he contributes to the mission of fostering camaraderie and support among La Salle alumni. \nJim resides in Devon\, Pennsylvania\, where he finds immense joy in quality moments spent with family and friends. In his leisure\, he indulges his passion for golfing\, relishing the opportunity to\nunwind. \nCapstone\, Kestra IS & Kestra AS are not affiliated with The Plan Sponsor University (TPSU). The C(k)PF Designation is in reference to TPSU\, not the firm or advisor. \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 Driving and Parking Directions
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
END:VEVENT
END:VCALENDAR