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DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260424T023234
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\nThursday\, October 26\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nThe College of New Jersey\nBrower Student Center\n2000 Pennington Road\nEwing Township\, NJ 08628\nRoom: 2nd Floor\, 225 West \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - BEHAVIORAL FINANCE\, RETIREMENT READINESS\, PARTICIPANT OUTCOMES ---- Session 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 day HFM 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\nBachelor of Science\, Finance and Marketing\, Rutgers University\n\nMemberships and Community Involvement \n\nGloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive Club Committee\nRowan College of South Jersey Foundation: Board Treasurer\nTavi-time Foundation: Active Member\nWashington Township Education Foundation: Past Treasurer\n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download PDF
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:20260424T023234
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\nThursday\, October 26\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nThe College of New Jersey\nBrower Student Center\n2000 Pennington Road\nEwing Township\, NJ 08628\nRoom: 2nd Floor\, 225 West \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - BEHAVIORAL FINANCE\, RETIREMENT READINESS\, PARTICIPANT OUTCOMES ---- Session 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 day HFM 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\nBachelor of Science\, Finance and Marketing\, Rutgers University\n\nMemberships and Community Involvement \n\nGloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive Club Committee\nRowan College of South Jersey Foundation: Board Treasurer\nTavi-time Foundation: Active Member\nWashington Township Education Foundation: Past Treasurer\n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260424T023234
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\nThursday\, October 26\, 2023\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nThe College of New Jersey\nBrower Student Center\n2000 Pennington Road\nEwing Township\, NJ 08628\nRoom: 2nd Floor\, 225 West \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS: Session 1 - BEHAVIORAL FINANCE\, RETIREMENT READINESS\, PARTICIPANT OUTCOMES ---- Session 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 day HFM 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\nBachelor of Science\, Finance and Marketing\, Rutgers University\n\nMemberships and Community Involvement \n\nGloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive Club Committee\nRowan College of South Jersey Foundation: Board Treasurer\nTavi-time Foundation: Active Member\nWashington Township Education Foundation: Past Treasurer\n\n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download PDF
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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