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DTSTART;TZID=America/New_York:20260610T080000
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CREATED:20260413T120051Z
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UID:7247-1781078400-1781100000@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\nWednesday\, May 21\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nCalifornia State University Sacramento\nHarper Alumni Center\n6000 J St.\nSacramento\, CA 95819\nCapital 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 - Optimizing Oversight: The Advisor’s Role in Effective Retirement Plan Management \nSession 2 - Secure 2.0\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSheldon Nix\, WMCP®\, RICP®\, C(k)P®\nCo-Founder & CEO\nExceed Wealth & Retirement Group \nSheldon Nix is the co-founder and CEO of Exceed Wealth & Retirement Group and the creator of The Retirement Plan Roadmap™. He appears as a financial expert on "My Money Planners Show\," featured on Roku and YouTube. Leading a team of seven advisors across offices in Los Angeles\, Sacramento\, and Dallas\, Sheldon has overseen the addition of $100 million in Assets Under Advisement (AUA) over the past year. As a seasoned speaker and panelist\, he is widely recognized for his expertise in financial planning and retirement strategies. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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