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DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260619T185055
CREATED:20260406T120030Z
LAST-MODIFIED:20260602T142915Z
UID:7413-1780560000-1780581600@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-3/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260619T185055
CREATED:20260413T120051Z
LAST-MODIFIED:20260604T195746Z
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\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260619T185055
CREATED:20260508T120057Z
LAST-MODIFIED:20260618T122349Z
UID:8246-1783497600-1783519200@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-tpsu-for-healthcare-fiduciaries/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260716T083000
DTEND;TZID=America/New_York:20260716T143000
DTSTAMP:20260619T185055
CREATED:20260518T120015Z
LAST-MODIFIED:20260603T155444Z
UID:8254-1784190600-1784212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-maryland-college-parkmd-tpsu-for-healthcare-fiduciaries/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T080000
DTEND;TZID=America/New_York:20260721T140000
DTSTAMP:20260619T185055
CREATED:20260521T120028Z
LAST-MODIFIED:20260610T203006Z
UID:7751-1784620800-1784642400@www.tpsuniversity.com
SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-buffalo-buffalo-ny-certified-401k-plan-fiduciary-program/
LOCATION:University of Buffalo\, 125 Service Center Rd\, Buffalo\, NY\, 14228\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T080000
DTEND;TZID=America/New_York:20260723T140000
DTSTAMP:20260619T185055
CREATED:20260526T120042Z
LAST-MODIFIED:20260618T184510Z
UID:8266-1784793600-1784815200@www.tpsuniversity.com
SUMMARY:University of South Florida\, Tampa\, FL - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-south-florida-tampa-fl-tpsu-for-healthcare-fiduciaries/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260729T083000
DTEND;TZID=America/Halifax:20260729T144500
DTSTAMP:20260619T185055
CREATED:20260530T120020Z
LAST-MODIFIED:20260618T190211Z
UID:7766-1785313800-1785336300@www.tpsuniversity.com
SUMMARY:Rescheduled from June 24\, 2026 - University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/
LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T080000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260619T185055
CREATED:20260605T120029Z
LAST-MODIFIED:20260616T173613Z
UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - 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\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260819T080000
DTEND;TZID=America/New_York:20260819T140000
DTSTAMP:20260619T185055
CREATED:20260618T120053Z
LAST-MODIFIED:20260618T123431Z
UID:8274-1787126400-1787148000@www.tpsuniversity.com
SUMMARY:Rutgers University\, New Brunswick\, NJ - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, August 20\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nFlorida Atlantic University\nStudent Union Building\n777 Glades Rd\nBoca Raton\, FL 33431\nLive Oak Pavilion – Rooms C&D \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 - The 10 Things You're Still Doing Wrong (or Not Doing Right) as a Plan Fiduciary  \nSession 2 - Stop Playing Mind Games – Help Improve Participant Outcomes with Behavioral Insights\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\nShir McGettigan\, FSCP®\, AIF®\, CPFA®\, C(K)P®\, NQPC™\nDirector of Employer-Sponsored Retirement Plans\nHUB Retirement and Wealth Management \nShir Keidan McGettigan is a Certified 401(k) Professional and Director of Employer-Sponsored Plans at HUB Retirement and Wealth Management. Shir’s listening skills\, ability to gain client trust\, and expertise in the complexities of 401(k) and 403(b) plans set her apart. Shir helps businesses strategically design plans which are tailored to the company’s specific needs and wants\, while maintaining the regulations from the Department of Labor (DOL) and Internal Revenue Service (IRS). “It’s not just about the onboarding process but also managing the relationships on a continuous basis\,” she explains. Shir serves as an ongoing resource\, helping ensure fees are appropriate\, investment options are competitive\, and monitoring the success of the plan. \nIn addition to helping businesses design quality 401(k) and 403(b) plans and assisting with the management of client relationships for corporate retirement plans\, Shir is committed to providing personalized service and education to the company’s employees for their overall financial health. It’s this customized approach that fuels her success. Her hands-on approach is a benefit to both the employer\nand the employee. With direct phone and email access to Shir and her team\, as well as regularly scheduled on-site meetings\, Shir strives to make both the employer and employees feel connected and confident. In 2024\, Shir was recognized by the National Association of Plan Advisors and rewarded both Top Woman Advisor * and in 2025 for Top Young Advisors. ** \n*NAPA 2024 WOMEN OF EXCELLENCE: NOMINEES WERE ASKED TO RESPOND TO A SERIES OF QUANTITATIVE AND QUALITATIVE QUESTIONS ABOUT THEIR EXPERIENCE AND PRACTICE. THOSE ANONYMIZED QUESTIONNAIRES WERE THEN REVIEWED BY A BLUE-RIBBON PANEL OF JUDGES WHO\, OVER THE COURSE OF SEVERAL WEEKS\, SELECTED THE WOMEN HONORED IN THREE CATEGORIES: • CAPTAINS: FOCUSED ON GROWTH OF THE ORGANIZATION AND BUSINESS. THEY ARE PRINCIPALS\, LEADERS\, OWNERS AND PRODUCING ADVISORS. • MVPS: NON-PRODUCING (POSSIBLY) LICENSED RELATIONSHIP MANAGERS PRIMARILY FOCUSED ON MANAGING RELATIONSHIPS AND THE RETENTION OF CLIENTS. • RISING STARS: THEY HAVE LESS THAN FIVE YEARS IN THE BUSINESS AND ARE EITHER EMERGING TEAM LEADERS OR NEW PRODUCERS.FOR 2024\, THERE WERE 767 NOMINATIONS\, 358 APPLICATIONS AND 245 NAMED TO THE FINAL RANKING. NO FEE IS CHARGED TO PARTICIPATE. THE RATING IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE." \n**ESTABLISHED IN 2014\, THE LIST OF “ACES” IS DRAWN FROM NOMINATIONS PROVIDED BY NAPA BROKER-DEALER/RIA FIRM PARTNERS AND VETTED BY A BLUE-RIBBON PANEL OF SENIOR ADVISOR INDUSTRY EXPERTS BASED ON A COMBINATION OF QUANTITATIVE AND QUALITATIVE DATA SUBMITTED BY THE NOMINEES\, AS WELL AS A BROKER-CHECK REVIEW. ONE OF THE FIRST OF NAPA’S STANDARD-SETTING INDUSTRY LISTS\, MANY OF THE INDIVIDUALS WHO HAVE BEEN RECOGNIZED HERE HAVE GONE ON TO BECOME THE VERY INDUSTRY LEADERS THIS RECOGNITION WAS DESIGNED TO HELP IDENTIFY. THE AWARD IS NOT INDICATIVE OF THE ADVISOR’S FUTURE PERFORMANCE. NO FEE IS CHARGED TO PARTICIPATE. IN 2025\, 662 NOMINATIONS WERE RECEIVED AND FROM THAT\, 214 COMPLETED THE APPLICATION. 100 WERE ULTIMATELY SELECTED. SECURITIES OFFERED THROUGH LPL FINANCIAL\, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GLOBAL RETIREMENT PARTNERS (GRP)\, AN SEC REGISTERED INVESTMENT ADVISOR. INSURANCE SERVICES OFFERED THROUGH HUB INTERNATIONAL. GRP\, HUB RETIREMENT AND WEALTH MANAGEMENT\, AND HUB INTERNATIONAL ARE SEPARATE ENTITIES FROM AND NOT AFFILIATED WITH LPL FINANCIAL. \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/rutgers-university-new-brunswick-nj-tpsu-for-healthcare-fiduciaries/
LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
END:VCALENDAR