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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260519T090000
DTEND;TZID=America/New_York:20260519T150000
DTSTAMP:20260512T185241Z
CREATED:20260320T120004Z
LAST-MODIFIED:20260512T185241Z
UID:7781-1779181200-1779202800@www.tpsuniversity.com
SUMMARY:University of Georgia\, Atlanta\, GA  - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-georgia-atlanta-ga-certified-401k-plan-fiduciary-program-2/
LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T083000
DTEND;TZID=America/New_York:20260521T144500
DTSTAMP:20260519T201813Z
CREATED:20260323T120036Z
LAST-MODIFIED:20260519T201813Z
UID:6762-1779352200-1779374700@www.tpsuniversity.com
SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/
LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260602T090000
DTEND;TZID=America/Denver:20260602T151500
DTSTAMP:20260601T161524Z
CREATED:20260403T120013Z
LAST-MODIFIED:20260601T161524Z
UID:7620-1780390800-1780413300@www.tpsuniversity.com
SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/
LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260602T142915Z
CREATED:20260406T120030Z
LAST-MODIFIED:20260602T142915Z
UID:7413-1780560000-1780581600@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260604T195746Z
CREATED:20260413T120051Z
LAST-MODIFIED:20260604T195746Z
UID:7247-1781078400-1781100000@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\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260701T195520Z
CREATED:20260508T120057Z
LAST-MODIFIED:20260701T195520Z
UID:8246-1783497600-1783519200@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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:20260720T133922Z
CREATED:20260605T120029Z
LAST-MODIFIED:20260720T133922Z
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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:20260715T140928Z
CREATED:20260618T120053Z
LAST-MODIFIED:20260715T140928Z
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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:20260714T171051Z
CREATED:20260626T120032Z
LAST-MODIFIED:20260714T171051Z
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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:20260720T224317Z
CREATED:20260629T120017Z
LAST-MODIFIED:20260720T224317Z
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-3/
LOCATION:NJ
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260915T083000
DTEND;TZID=America/New_York:20260915T143000
DTSTAMP:20260717T123809Z
CREATED:20260717T120018Z
LAST-MODIFIED:20260717T123809Z
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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:20260720T125437Z
CREATED:20260720T120049Z
LAST-MODIFIED:20260720T125437Z
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\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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							Download Driving and Parking Directions
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
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END:VCALENDAR