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DTSTART;TZID=America/New_York:20230913T080000
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DTSTAMP:20260429T121946
CREATED:20230823T003544Z
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UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \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 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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