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DTSTART;TZID=America/New_York:20260708T080000
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CREATED:20260508T120057Z
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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\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/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
CATEGORIES:TPSU Program for Healthcare
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