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X-WR-CALNAME:TPSU - The Plan Sponsor University
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DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20260616T012225
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	When\nThursday\, October 23\, 2025\n9:00AM - 3:00PM\n(Program begins promptly at 9:30AM) \nLocation\nThe University of California\, Davis\nWalter A Buehler Alumni Center\n530 Alumni Ln.\nDavis\, CA 95616\nAlpha Gamma Rho Hall \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		"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		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	Agenda - Speaker(s) - Driving/Parking Directions\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Advisor Advantage: Elevating Retirement Plan Success  \nSession 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know\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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies \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-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:20260616T012225
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	When\nThursday\, October 23\, 2025\n9:00AM - 3:00PM\n(Program begins promptly at 9:30AM) \nLocation\nThe University of California\, Davis\nWalter A Buehler Alumni Center\n530 Alumni Ln.\nDavis\, CA 95616\nAlpha Gamma Rho Hall \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		"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		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	Agenda - Speaker(s) - Driving/Parking Directions\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Advisor Advantage: Elevating Retirement Plan Success  \nSession 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know\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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies \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/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:20260616T012225
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	When\nThursday\, October 23\, 2025\n9:00AM - 3:00PM\n(Program begins promptly at 9:30AM) \nLocation\nThe University of California\, Davis\nWalter A Buehler Alumni Center\n530 Alumni Ln.\nDavis\, CA 95616\nAlpha Gamma Rho Hall \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		"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		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	Agenda - Speaker(s) - Driving/Parking Directions\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Advisor Advantage: Elevating Retirement Plan Success  \nSession 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know\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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies \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/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:20260616T012225
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	When\nThursday\, October 23\, 2025\n9:00AM - 3:00PM\n(Program begins promptly at 9:30AM) \nLocation\nThe University of California\, Davis\nWalter A Buehler Alumni Center\n530 Alumni Ln.\nDavis\, CA 95616\nAlpha Gamma Rho Hall \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		"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		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	Agenda - Speaker(s) - Driving/Parking Directions\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Advisor Advantage: Elevating Retirement Plan Success  \nSession 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know\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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies \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/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:20260616T012225
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	When\nThursday\, October 23\, 2025\n9:00AM - 3:00PM\n(Program begins promptly at 9:30AM) \nLocation\nThe University of California\, Davis\nWalter A Buehler Alumni Center\n530 Alumni Ln.\nDavis\, CA 95616\nAlpha Gamma Rho Hall \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		"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		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	Agenda - Speaker(s) - Driving/Parking Directions\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - The Advisor Advantage: Elevating Retirement Plan Success  \nSession 2 - Your Plan Needs an Audit…Now What? What Plan Sponsors Need to Know\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\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies \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-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
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