BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://www.tpsuniversity.com X-WR-CALDESC:Events for TPSU - The Plan Sponsor University REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 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TZID:America/Denver BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20250309T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20251102T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20260308T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20261101T080000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0700 TZOFFSETTO:-0600 TZNAME:MDT DTSTART:20270314T090000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0600 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20271107T080000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250812T083000 DTEND;TZID=America/New_York:20250812T143000 DTSTAMP:20260616T145030 CREATED:20250612T120004Z LAST-MODIFIED:20250805T163345Z UID:5681-1754987400-1755009000@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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-3/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250813T083000 DTEND;TZID=America/New_York:20250813T120000 DTSTAMP:20260616T145030 CREATED:20250624T160338Z LAST-MODIFIED:20251007T144327Z UID:6268-1755073800-1755086400@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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:CO END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250814T080000 DTEND;TZID=America/New_York:20250814T140000 DTSTAMP:20260616T145030 CREATED:20250613T120007Z LAST-MODIFIED:20250917T195145Z UID:4481-1755158400-1755180000@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250819T080000 DTEND;TZID=America/New_York:20250819T140000 DTSTAMP:20260616T145030 CREATED:20250618T120039Z LAST-MODIFIED:20251024T194309Z UID:6160-1755590400-1755612000@www.tpsuniversity.com SUMMARY:North Carolina State University\, Raleigh\, NC - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/north-carolina-state-university-raleigh-nc-certified-401k-plan-fiduciary-program/ LOCATION:North Carolina State University\, 2450 Alumni Drive\, Raleigh\, NC\, 27606\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250820T080000 DTEND;TZID=America/New_York:20250820T140000 DTSTAMP:20260616T145030 CREATED:20250618T120055Z LAST-MODIFIED:20250917T200702Z UID:5508-1755676800-1755698400@www.tpsuniversity.com SUMMARY:Florida Atlantic University\, Boca Raton\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/florida-atlantic-university-certified-401k-plan-fiduciary-program-2/ LOCATION:Florida Atlantic University\, 777 Glades Rd\, Boca Raton\, FL\, 33431\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250826T080000 DTEND;TZID=America/New_York:20250826T140000 DTSTAMP:20260616T145030 CREATED:20250625T120013Z LAST-MODIFIED:20250820T122144Z UID:6128-1756195200-1756216800@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program-2/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250916T080000 DTEND;TZID=America/New_York:20250916T140000 DTSTAMP:20260616T145030 CREATED:20250715T120005Z LAST-MODIFIED:20250924T154527Z UID:5550-1758009600-1758031200@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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/marquette-university-milwaukee-wi-certified-401k-plan-fiduciary-program-3/ LOCATION:Marquette University\, Alumni Memorial Union 1442 W. Wisconsin Avenue\, Milwaukee\, WI\, 53233 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250923T090000 DTEND;TZID=America/New_York:20250923T151500 DTSTAMP:20260616T145030 CREATED:20250723T120011Z LAST-MODIFIED:20250911T134139Z UID:5600-1758618000-1758640500@www.tpsuniversity.com SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-3/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251009T080000 DTEND;TZID=America/New_York:20251009T141500 DTSTAMP:20260616T145030 CREATED:20250807T120045Z LAST-MODIFIED:20251002T182208Z UID:6496-1759996800-1760019300@www.tpsuniversity.com SUMMARY: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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program2/ LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Halifax:20251009T083000 DTEND;TZID=America/Halifax:20251009T143000 DTSTAMP:20260616T145030 CREATED:20250808T120026Z LAST-MODIFIED:20251119T141729Z UID:5474-1759998600-1760020200@www.tpsuniversity.com SUMMARY:Virginia Tech\, Arlington\, VA – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/virginia-tech-arlington-va-certified-401k-plan-fiduciary-program-4/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251022T080000 DTEND;TZID=America/New_York:20251022T140000 DTSTAMP:20260616T145030 CREATED:20250313T120017Z LAST-MODIFIED:20251106T140356Z UID:5456-1761120000-1761141600@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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-5/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20251022T083000 DTEND;TZID=America/Phoenix:20251022T143000 DTSTAMP:20260616T145030 CREATED:20250821T120031Z LAST-MODIFIED:20251020T210827Z UID:6334-1761121800-1761143400@www.tpsuniversity.com SUMMARY:Arizona State University\, Tempe\, AZ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/arizona-state-university-tempe-az-certified-401k-plan-fiduciary-program-3/ LOCATION:Arizona State University\, 401 N 1st Street\, Phoenix\, AZ\, 85004\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251023T090000 DTEND;TZID=America/Los_Angeles:20251023T150000 DTSTAMP:20260616T145030 CREATED:20250825T120018Z LAST-MODIFIED:20251016T174926Z UID:5874-1761210000-1761231600@www.tpsuniversity.com SUMMARY:The University of California\, Davis\, Davis\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/the-university-of-california-davis-davis-ca-certified-401k-plan-fiduciary-program/ LOCATION:The University of California\, Davis\, 530 Alumni Ln.\, Davis\, CA\, 95616\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20251028T080000 DTEND;TZID=America/Denver:20251028T140000 DTSTAMP:20260616T145030 CREATED:20250827T120018Z LAST-MODIFIED:20251015T223154Z UID:5697-1761638400-1761660000@www.tpsuniversity.com SUMMARY:The University of Denver\, Denver\, CO - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251030T080000 DTEND;TZID=America/New_York:20251030T143000 DTSTAMP:20260616T145030 CREATED:20250829T120056Z LAST-MODIFIED:20251021T194951Z UID:6318-1761811200-1761834600@www.tpsuniversity.com SUMMARY:Phillips Academy\, Andover\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/phillips-academy-andover-ma-certified-401k-plan-fiduciary-program/ LOCATION:Phillips Academy\, 4 Chapel Avenue\, Andover\, MA\, 01810\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251106T080000 DTEND;TZID=America/New_York:20251106T140000 DTSTAMP:20260616T145030 CREATED:20250917T180639Z LAST-MODIFIED:20251104T164039Z UID:6816-1762416000-1762437600@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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program-4/ 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:20251119T080000 DTEND;TZID=America/New_York:20251119T140000 DTSTAMP:20260616T145030 CREATED:20250916T120010Z LAST-MODIFIED:20251113T163041Z UID:5483-1763539200-1763560800@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program (Rescheduled from September 25\, 2025) DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/the-university-of-south-florida-tampa-fl-certified-401k-plan-fiduciary-program-2/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251209T080000 DTEND;TZID=America/New_York:20251209T140000 DTSTAMP:20260616T145030 CREATED:20250905T120016Z LAST-MODIFIED:20251202T182526Z UID:6596-1765267200-1765288800@www.tpsuniversity.com SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program (Rescheduled from November 4\, 2025) DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-2/ LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20251211T083000 DTEND;TZID=America/Chicago:20251211T143000 DTSTAMP:20260616T145030 CREATED:20251013T120026Z LAST-MODIFIED:20251202T145101Z UID:6656-1765441800-1765463400@www.tpsuniversity.com SUMMARY:Loews Vanderbilt Hotel\, Nashville\, TN - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/loews-vanderbilt-hotel-nashville-tn-certified-401k-plan-fiduciary-program/ LOCATION:Loews Vanderbilt Hotel\, 2100 W End Ave\, Nashville\, TN\, 37203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260210T080000 DTEND;TZID=America/New_York:20260210T140000 DTSTAMP:20260616T145030 CREATED:20251212T130018Z LAST-MODIFIED:20260204T185737Z UID:6855-1770710400-1770732000@www.tpsuniversity.com SUMMARY:Rollins College\, Winter Park\, FL – Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/rollins-college-winter-park-fl-certified-401k-plan-fiduciary-program-4/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260219T080000 DTEND;TZID=America/New_York:20260219T140000 DTSTAMP:20260616T145030 CREATED:20251218T192758Z LAST-MODIFIED:20260204T181407Z UID:7451-1771488000-1771509600@www.tpsuniversity.com SUMMARY:Columbus State Community College\, Columbus\, OH - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/columbus-state-community-college-columbus-oh-certified-401k-plan-fiduciary-program/ LOCATION:Columbus State Community College\, 315 Cleveland Ave.\, Columbus\, OH\, 43215\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260225T080000 DTEND;TZID=America/New_York:20260225T140000 DTSTAMP:20260616T145030 CREATED:20251218T130033Z LAST-MODIFIED:20260217T224015Z UID:6823-1772006400-1772028000@www.tpsuniversity.com SUMMARY:NOVA Southeastern University\, Fort Lauderdale\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/nova-southeastern-university-fort-lauderdale-fl-certified-401k-plan-fiduciary-program-3/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260226T080000 DTEND;TZID=America/Chicago:20260226T140000 DTSTAMP:20260616T145030 CREATED:20251218T130025Z LAST-MODIFIED:20260213T221912Z UID:6603-1772092800-1772114400@www.tpsuniversity.com SUMMARY:Rice University\, Houston\, TX - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-certified-401k-plan-fiduciary-program-3/ LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260304T080000 DTEND;TZID=America/New_York:20260304T140000 DTSTAMP:20260616T145030 CREATED:20260105T130022Z LAST-MODIFIED:20260224T192403Z UID:6833-1772611200-1772632800@www.tpsuniversity.com SUMMARY:Robert Morris University\, Moon Township\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/robert-morris-university-moon-township-pa-certified-401k-plan-fiduciary-program-2/ LOCATION:Robert Morris University\, 6001 University Blvd.\, Moon Township\, PA\, 15108\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260310T080000 DTEND;TZID=America/New_York:20260310T140000 DTSTAMP:20260616T145030 CREATED:20260109T130031Z LAST-MODIFIED:20260302T160914Z UID:7152-1773129600-1773151200@www.tpsuniversity.com SUMMARY:Wake Forest University\, Charlotte\, NC - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/wake-forest-university-charlotte-nc-certified-401k-plan-fiduciary-program/ LOCATION:Wake Forest University\, 200 N College St #150\, Charlotte\, NC\, 28202\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260317T080000 DTEND;TZID=America/New_York:20260317T140000 DTSTAMP:20260616T145030 CREATED:20260116T130026Z LAST-MODIFIED:20260311T150846Z UID:7334-1773734400-1773756000@www.tpsuniversity.com SUMMARY:Penn State Great Valley\, Malvern\, PA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/penn-state-great-valley-malvern-pa-certified-401k-plan-fiduciary-program/ LOCATION:Penn State Great Valley\, Malvern\, PA\, 19355 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260324T090000 DTEND;TZID=America/New_York:20260324T150000 DTSTAMP:20260616T145030 CREATED:20260123T130023Z LAST-MODIFIED:20260317T184406Z UID:7274-1774342800-1774364400@www.tpsuniversity.com SUMMARY:Fordham University School of Law\, New York\, NY - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/fordham-university-school-of-law-new-york-ny-certified-401k-plan-fiduciary-program-5/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Chicago:20260401T083000 DTEND;TZID=America/Chicago:20260401T143000 DTSTAMP:20260616T145030 CREATED:20260202T130033Z LAST-MODIFIED:20260325T183206Z UID:7099-1775032200-1775053800@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\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-4/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260416T083000 DTEND;TZID=America/New_York:20260416T121500 DTSTAMP:20260616T145030 CREATED:20260216T130053Z LAST-MODIFIED:20260415T143432Z UID:7356-1776328200-1776341700@www.tpsuniversity.com SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program - REGISTRATION NOW CLOSED DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-2/ LOCATION:CO CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Denver:20260423T080000 DTEND;TZID=America/Denver:20260423T140000 DTSTAMP:20260616T145030 CREATED:20260223T130055Z LAST-MODIFIED:20260421T181247Z UID:7491-1776931200-1776952800@www.tpsuniversity.com SUMMARY:Bellevue College\, Bellevue\, WA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, October 28\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nUniversity of Denver\nCommunity Commons\n2055 E Evans Ave\nDenver\, CO 80210\nCCOM Grand Forum (1700) \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 - 10 Things You are Still Doing Wrong (or Not Doing Right) as a Fiduciary \nSession 2 - Exploring Advancements in Cybersecurity and AI \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 Lecturers\nJania Stout\, CPFA\nPresident\, Retirement & Wellness\nPrime Capital Financial \nJania Stout is a distinguished professional with nearly three decades of experience in ERISA plan consulting\, currently serving as President of Prime Capital Retirement and Prime Capital Wellness. Jania brings her proven leadership and experience dedicated to supporting Plan Sponsors and their employees. Building on the company’s strong foundation of delivering innovative retirement and wellness solutions\, Jania is committed to enhancing the firm's impact by driving initiatives that empower organizations and their workforces. Her focus is on advancing comprehensive strategies that blend retirement planning\, employee wellness\, and financial education to give Prime Capital the ability to lead the industry in helping clients achieve long-term success. \nJania previously held the position of Senior Vice President at OneDigital Retirement & Wealth\, where she and her team advised on retirement plans encompassing more than $12 billion in assets and serving over 250\,000 employees. Her achievements include being honored as the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and her role as the Past President of the National Association of Plan Advisors (NAPA). She was recently (2023) named Retirement Plan Advisor of the Year by Institutional Investors. She has a true passion for helping the employees of the clients she serves find a way toward financial independence. Evidence of this passion was found when she was named Top Advisor by Participant Outcomes (TAPO of the Year) by 401(k) Specialist Magazine in 2021. \nJania’s influence extends beyond her impressive career. She has dedicated over a decade to being a voice for Plan Sponsors nationwide with her work on Capitol Hill. She was invited to share her insights as a Retirement Expert during Congressional testimony (Ways and Means Committee) in the summer of 2017. In addition\, her experience was sought by the Department of Labor (DOL) in the Spring of 2016 to contribute her perspective on the then-pending Fiduciary Regulation. Jania\, a renowned national speaker\, frequently addresses audiences on Financial Wellness\, Employee Engagement\, and Fiduciary Governance Best Practices. Her experience has garnered attention from prestigious publications such as the Washington Post\, Investment News\, Benefits Magazine\, RIA Biz\, and Plan Sponsor Magazine. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \nSean Clancy\, CPWA®\, AIF®\nManaging Director\, Financial Advisor\nPrime Capital Financial \nSean Clancy has been a wealth advisor since 2005. His main area of focus involves developing financial strategies for individuals and families. Through Prime Capital Financial’s committed team approach\, he and his Prime Capital Financial Denver office strive to provide opportunities and solutions that are not always the easiest to find. \nSean holds his Series 66 securities registration and his life and health insurance license. He attained the Certified Private Wealth Advisor (CPWA®) designation through Booth School of Business at the University of Chicago by way of the Investments and Wealth Institute. Sean also earned his Accredited Investment Fiduciary® (AIF®) designation. \nBorn and raised in Colorado\, Sean is a graduate of the 2000 class of Overland High School. He attended Kansas State University\, pitching for the KSU baseball team on an athletic scholarship. Sean earned his Bachelor of Business Administration degree with a major in finance management in 2005. \nSean and his wife\, Carina\, are parents to two wonderful teenagers\, Cael and Nell\, as well as their Saint Bernard\, Jimmy Dugan. Cael is an avid baseball player\, and Nell finds incredible joy spending her free time at her dance studio. When not working or at kids’ events\, Sean enjoys training for marathon and ultra marathon races\, fly fishing in the beautiful waters of Colorado\, and playing golf with friends and co-workers. \nThe CPWA® is an “advanced credential created specifically for wealth managers who work with high-net-worth individuals\, focusing on the life cycle of wealth: accumulation\, preservation\, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes\, monetize and protect assets\, maximize growth\, and transfer wealth.” \nIn order to get designated as an Accredited Investment Fiduciary (AIF®)\, the candidate must meet a point-based threshold based on a combination of education\, relevant industry experience and/or professional development; must complete training and pass a final exam; and complete six hours of continuing education requirements annually. \nAdvisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors\, LLC (“PCIA”)\, a federally registered investment adviser. PCIA: 6201 College Blvd.\, Suite#150\, Overland Park\, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. \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 Driving and Parking Directions URL:https://www.tpsuniversity.com/event/bellevue-college-bellevue-wa-certified-401k-plan-fiduciary-program/ LOCATION:Bellevue College\, 3000 Landerholm Cir SE\, Bellevue\, WA\, 98007\, United States CATEGORIES:TPSU Program for Retirement Plan Fiduciaries END:VEVENT END:VCALENDAR