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DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260610T071410
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, December 12\, 2023\n8:30AM - 12:00PM \nVirtual Location\nFairfield\, CT \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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) \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \nSession 1 - Retirement Readiness\, Participant Outcomes \nSession 2 - Misbehavin’ In Retirement Plans – It’s Time To Retire That Thinking \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\nRobert A. Lockery Jr\nDirector of Corporate Retirement Plans\nGanim Financial \nWith over 19 years of experience in the financial services industry\, Robert “Bob” A. Lockery has dedicated his career to collaborating with business owners\, government agencies\, not-for-profit organizations\, and their employees. His expertise lies in the creation and promotion of top-tier qualified retirement plans\, encompassing a wide range including 401(k)\, 403(b)\, 457-governmental\, and Top Hat plans. \nBob's primary focus revolves around closely partnering with plan fiduciaries. He guides them in optimizing retirement plan offerings to employees while ensuring compliance with fiduciary obligations. Bob employs independent investment analysis and a set of best practices to achieve these goals. \nAs part of his comprehensive approach\, Bob engages with plan participants in both group settings and individual meetings\, addressing their retirement readiness. He meticulously reviews participant numbers\, answers inquiries\, and assists individuals in moving toward plans to meet their future retirement income needs. \nBob began his financial services journey in customer service\, cultivating a deep appreciation for trust\, effective communication\, research\, and providing straightforward explanations—qualities highly valued by his clients. \nBob is a former member of the New Haven Chamber of Commerce and Treasurer for the Southern Connecticut State University Alumni Association. Additionally\, Bob has actively contributed to his local community by serving on the Planning and Zoning Appeals Board. Currently\, Bob serves as an Ambassador for the Bridgeport Regional Business Council (BRBC). \nHolding a Bachelor of Science Degree in Business/Corporate Communication\, he maintains a Series 65 securities license and is licensed for life and health insurance in CT and NY. \nBeyond his professional pursuits\, Bob finds joy in spending time with his family and has dedicated over 15 years to coaching Girls fast-pitch softball and a slow-pitch team for men in his hometown of North Haven.” \nSecurities offered through Kestra Investment Services\, LLC (Kestra IS)\, member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors; Inc. dba Ganim Financial. Insurance products and services are offered and sold through agents associated with Ganim Insurance Consultants\, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial or GIC. Ganim Financial\, GIC\, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with their financial and tax professionals and legal counsel. E-mail sent to or from this e-mail address may be monitored\, reviewed\, and archived. Kestra Investor Disclosures: https://bit.ly/KF-Disclosures. GFS Investor Disclosures: http://gan.im/GFS-Disclosures. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260610T071410
CREATED:20231018T161156Z
LAST-MODIFIED:20231018T181920Z
UID:3223-1698307200-1698328800@www.tpsuniversity.com
SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, December 12\, 2023\n8:30AM - 12:00PM \nVirtual Location\nFairfield\, CT \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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) \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \nSession 1 - Retirement Readiness\, Participant Outcomes \nSession 2 - Misbehavin’ In Retirement Plans – It’s Time To Retire That Thinking \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\nRobert A. Lockery Jr\nDirector of Corporate Retirement Plans\nGanim Financial \nWith over 19 years of experience in the financial services industry\, Robert “Bob” A. Lockery has dedicated his career to collaborating with business owners\, government agencies\, not-for-profit organizations\, and their employees. His expertise lies in the creation and promotion of top-tier qualified retirement plans\, encompassing a wide range including 401(k)\, 403(b)\, 457-governmental\, and Top Hat plans. \nBob's primary focus revolves around closely partnering with plan fiduciaries. He guides them in optimizing retirement plan offerings to employees while ensuring compliance with fiduciary obligations. Bob employs independent investment analysis and a set of best practices to achieve these goals. \nAs part of his comprehensive approach\, Bob engages with plan participants in both group settings and individual meetings\, addressing their retirement readiness. He meticulously reviews participant numbers\, answers inquiries\, and assists individuals in moving toward plans to meet their future retirement income needs. \nBob began his financial services journey in customer service\, cultivating a deep appreciation for trust\, effective communication\, research\, and providing straightforward explanations—qualities highly valued by his clients. \nBob is a former member of the New Haven Chamber of Commerce and Treasurer for the Southern Connecticut State University Alumni Association. Additionally\, Bob has actively contributed to his local community by serving on the Planning and Zoning Appeals Board. Currently\, Bob serves as an Ambassador for the Bridgeport Regional Business Council (BRBC). \nHolding a Bachelor of Science Degree in Business/Corporate Communication\, he maintains a Series 65 securities license and is licensed for life and health insurance in CT and NY. \nBeyond his professional pursuits\, Bob finds joy in spending time with his family and has dedicated over 15 years to coaching Girls fast-pitch softball and a slow-pitch team for men in his hometown of North Haven.” \nSecurities offered through Kestra Investment Services\, LLC (Kestra IS)\, member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors; Inc. dba Ganim Financial. Insurance products and services are offered and sold through agents associated with Ganim Insurance Consultants\, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial or GIC. Ganim Financial\, GIC\, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with their financial and tax professionals and legal counsel. E-mail sent to or from this e-mail address may be monitored\, reviewed\, and archived. Kestra Investor Disclosures: https://bit.ly/KF-Disclosures. GFS Investor Disclosures: http://gan.im/GFS-Disclosures. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/
LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260610T071410
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\nTuesday\, December 12\, 2023\n8:30AM - 12:00PM \nVirtual Location\nFairfield\, CT \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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) \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \nSession 1 - Retirement Readiness\, Participant Outcomes \nSession 2 - Misbehavin’ In Retirement Plans – It’s Time To Retire That Thinking \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\nRobert A. Lockery Jr\nDirector of Corporate Retirement Plans\nGanim Financial \nWith over 19 years of experience in the financial services industry\, Robert “Bob” A. Lockery has dedicated his career to collaborating with business owners\, government agencies\, not-for-profit organizations\, and their employees. His expertise lies in the creation and promotion of top-tier qualified retirement plans\, encompassing a wide range including 401(k)\, 403(b)\, 457-governmental\, and Top Hat plans. \nBob's primary focus revolves around closely partnering with plan fiduciaries. He guides them in optimizing retirement plan offerings to employees while ensuring compliance with fiduciary obligations. Bob employs independent investment analysis and a set of best practices to achieve these goals. \nAs part of his comprehensive approach\, Bob engages with plan participants in both group settings and individual meetings\, addressing their retirement readiness. He meticulously reviews participant numbers\, answers inquiries\, and assists individuals in moving toward plans to meet their future retirement income needs. \nBob began his financial services journey in customer service\, cultivating a deep appreciation for trust\, effective communication\, research\, and providing straightforward explanations—qualities highly valued by his clients. \nBob is a former member of the New Haven Chamber of Commerce and Treasurer for the Southern Connecticut State University Alumni Association. Additionally\, Bob has actively contributed to his local community by serving on the Planning and Zoning Appeals Board. Currently\, Bob serves as an Ambassador for the Bridgeport Regional Business Council (BRBC). \nHolding a Bachelor of Science Degree in Business/Corporate Communication\, he maintains a Series 65 securities license and is licensed for life and health insurance in CT and NY. \nBeyond his professional pursuits\, Bob finds joy in spending time with his family and has dedicated over 15 years to coaching Girls fast-pitch softball and a slow-pitch team for men in his hometown of North Haven.” \nSecurities offered through Kestra Investment Services\, LLC (Kestra IS)\, member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors; Inc. dba Ganim Financial. Insurance products and services are offered and sold through agents associated with Ganim Insurance Consultants\, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial or GIC. Ganim Financial\, GIC\, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with their financial and tax professionals and legal counsel. E-mail sent to or from this e-mail address may be monitored\, reviewed\, and archived. Kestra Investor Disclosures: https://bit.ly/KF-Disclosures. GFS Investor Disclosures: http://gan.im/GFS-Disclosures. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20260610T071410
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, December 12\, 2023\n8:30AM - 12:00PM \nVirtual Location\nFairfield\, CT \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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) \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \nSession 1 - Retirement Readiness\, Participant Outcomes \nSession 2 - Misbehavin’ In Retirement Plans – It’s Time To Retire That Thinking \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\nRobert A. Lockery Jr\nDirector of Corporate Retirement Plans\nGanim Financial \nWith over 19 years of experience in the financial services industry\, Robert “Bob” A. Lockery has dedicated his career to collaborating with business owners\, government agencies\, not-for-profit organizations\, and their employees. His expertise lies in the creation and promotion of top-tier qualified retirement plans\, encompassing a wide range including 401(k)\, 403(b)\, 457-governmental\, and Top Hat plans. \nBob's primary focus revolves around closely partnering with plan fiduciaries. He guides them in optimizing retirement plan offerings to employees while ensuring compliance with fiduciary obligations. Bob employs independent investment analysis and a set of best practices to achieve these goals. \nAs part of his comprehensive approach\, Bob engages with plan participants in both group settings and individual meetings\, addressing their retirement readiness. He meticulously reviews participant numbers\, answers inquiries\, and assists individuals in moving toward plans to meet their future retirement income needs. \nBob began his financial services journey in customer service\, cultivating a deep appreciation for trust\, effective communication\, research\, and providing straightforward explanations—qualities highly valued by his clients. \nBob is a former member of the New Haven Chamber of Commerce and Treasurer for the Southern Connecticut State University Alumni Association. Additionally\, Bob has actively contributed to his local community by serving on the Planning and Zoning Appeals Board. Currently\, Bob serves as an Ambassador for the Bridgeport Regional Business Council (BRBC). \nHolding a Bachelor of Science Degree in Business/Corporate Communication\, he maintains a Series 65 securities license and is licensed for life and health insurance in CT and NY. \nBeyond his professional pursuits\, Bob finds joy in spending time with his family and has dedicated over 15 years to coaching Girls fast-pitch softball and a slow-pitch team for men in his hometown of North Haven.” \nSecurities offered through Kestra Investment Services\, LLC (Kestra IS)\, member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors; Inc. dba Ganim Financial. Insurance products and services are offered and sold through agents associated with Ganim Insurance Consultants\, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial or GIC. Ganim Financial\, GIC\, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with their financial and tax professionals and legal counsel. E-mail sent to or from this e-mail address may be monitored\, reviewed\, and archived. Kestra Investor Disclosures: https://bit.ly/KF-Disclosures. GFS Investor Disclosures: http://gan.im/GFS-Disclosures. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
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:20260610T071410
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, December 12\, 2023\n8:30AM - 12:00PM \nVirtual Location\nFairfield\, CT \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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) \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:\n \nSession 1 - Retirement Readiness\, Participant Outcomes \nSession 2 - Misbehavin’ In Retirement Plans – It’s Time To Retire That Thinking \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\nRobert A. Lockery Jr\nDirector of Corporate Retirement Plans\nGanim Financial \nWith over 19 years of experience in the financial services industry\, Robert “Bob” A. Lockery has dedicated his career to collaborating with business owners\, government agencies\, not-for-profit organizations\, and their employees. His expertise lies in the creation and promotion of top-tier qualified retirement plans\, encompassing a wide range including 401(k)\, 403(b)\, 457-governmental\, and Top Hat plans. \nBob's primary focus revolves around closely partnering with plan fiduciaries. He guides them in optimizing retirement plan offerings to employees while ensuring compliance with fiduciary obligations. Bob employs independent investment analysis and a set of best practices to achieve these goals. \nAs part of his comprehensive approach\, Bob engages with plan participants in both group settings and individual meetings\, addressing their retirement readiness. He meticulously reviews participant numbers\, answers inquiries\, and assists individuals in moving toward plans to meet their future retirement income needs. \nBob began his financial services journey in customer service\, cultivating a deep appreciation for trust\, effective communication\, research\, and providing straightforward explanations—qualities highly valued by his clients. \nBob is a former member of the New Haven Chamber of Commerce and Treasurer for the Southern Connecticut State University Alumni Association. Additionally\, Bob has actively contributed to his local community by serving on the Planning and Zoning Appeals Board. Currently\, Bob serves as an Ambassador for the Bridgeport Regional Business Council (BRBC). \nHolding a Bachelor of Science Degree in Business/Corporate Communication\, he maintains a Series 65 securities license and is licensed for life and health insurance in CT and NY. \nBeyond his professional pursuits\, Bob finds joy in spending time with his family and has dedicated over 15 years to coaching Girls fast-pitch softball and a slow-pitch team for men in his hometown of North Haven.” \nSecurities offered through Kestra Investment Services\, LLC (Kestra IS)\, member FINRA/SIPC. Investment advisory services offered through GFS Wealth Management Advisors; Inc. dba Ganim Financial. Insurance products and services are offered and sold through agents associated with Ganim Insurance Consultants\, Inc. (GIC). Kestra IS is not affiliated with Ganim Financial or GIC. Ganim Financial\, GIC\, and Kestra IS do not offer tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with their financial and tax professionals and legal counsel. E-mail sent to or from this e-mail address may be monitored\, reviewed\, and archived. Kestra Investor Disclosures: https://bit.ly/KF-Disclosures. GFS Investor Disclosures: http://gan.im/GFS-Disclosures. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
END:VEVENT
END:VCALENDAR