BEGIN:VCALENDAR VERSION:2.0 PRODID:-//TPSU - The Plan Sponsor University - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:TPSU - The Plan Sponsor University 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:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD 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 END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/North_Dakota/Center BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20230312T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20231105T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20240310T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20241103T070000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:CDT DTSTART:20250309T080000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:CST DTSTART:20251102T070000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20240918T083000 DTEND;TZID=America/New_York:20240918T143000 DTSTAMP:20260425T123828 CREATED:20240712T120059Z LAST-MODIFIED:20240917T150323Z UID:4609-1726648200-1726669800@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240827T090000 DTEND;TZID=America/New_York:20240827T150000 DTSTAMP:20260425T123829 CREATED:20240621T143803Z LAST-MODIFIED:20240826T175908Z UID:4594-1724749200-1724770800@www.tpsuniversity.com SUMMARY:California State University San Marcos\, San Marcos\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/california-state-university-san-marcos-san-marcos-ca-certified-401k-plan-fiduciary-program/ LOCATION:California State University San Marcos\, 333 S. Twin Oaks Valley Rd.\, San Marcos\, CA\, 92069\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240821T090000 DTEND;TZID=America/New_York:20240821T150000 DTSTAMP:20260425T123829 CREATED:20240621T184409Z LAST-MODIFIED:20240820T154429Z UID:4601-1724230800-1724252400@www.tpsuniversity.com SUMMARY:University of Southern California\, Los Angeles\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-southern-california-los-angeles-ca-certified-401k-plan-fiduciary-program-2/ LOCATION:University of Southern California\, 3607 Trousdale Parkway\, Los Angeles\, CA\, 90089\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240620T080000 DTEND;TZID=America/New_York:20240620T140000 DTSTAMP:20260425T123829 CREATED:20240422T120001Z LAST-MODIFIED:20240614T192022Z UID:4107-1718870400-1718892000@www.tpsuniversity.com SUMMARY:Boston College\, Boston\, MA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/boston-college-chestnut-hill-ma-certified-401k-plan-fiduciary-program/ LOCATION:Boston College\, 150 St. Thomas More Rd\, Boston\, MA\, 02135\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240613T080000 DTEND;TZID=America/New_York:20240613T140000 DTSTAMP:20260425T123829 CREATED:20240412T120045Z LAST-MODIFIED:20240531T133724Z UID:4025-1718265600-1718287200@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240612T080000 DTEND;TZID=America/New_York:20240612T140000 DTSTAMP:20260425T123829 CREATED:20240411T120025Z LAST-MODIFIED:20240607T142514Z UID:4254-1718179200-1718200800@www.tpsuniversity.com SUMMARY:University of Georgia - Atlanta Campus\, Atlanta\, GA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-georgia-atlanta-ga-certified-401k-plan-fiduciary-program/ LOCATION:University of Georgia\, 3475 Lenox Road NE\, Atlanta\, GA\, 30326\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240611T080000 DTEND;TZID=America/New_York:20240611T140000 DTSTAMP:20260425T123829 CREATED:20240403T120046Z LAST-MODIFIED:20240515T200921Z UID:4138-1718092800-1718114400@www.tpsuniversity.com SUMMARY:Rutgers University Inn & Conference Center\, New Brunswick\, NJ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-inn-conference-center-new-brunswick-nj-certified-401k-plan-fiduciary-program/ LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240514T083000 DTEND;TZID=America/New_York:20240514T143000 DTSTAMP:20260425T123829 CREATED:20240313T120015Z LAST-MODIFIED:20240510T133312Z UID:3762-1715675400-1715697000@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/ LOCATION:Virginia Tech\, 900 N Glebe Rd\, Arlington\, VA\, 22203\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240507T080000 DTEND;TZID=America/New_York:20240507T140000 DTSTAMP:20260425T123829 CREATED:20240308T130044Z LAST-MODIFIED:20240502T145636Z UID:3647-1715068800-1715090400@www.tpsuniversity.com SUMMARY:The University of South Florida\, Tampa\, FL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/ LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240430T080000 DTEND;TZID=America/New_York:20240430T140000 DTSTAMP:20260425T123829 CREATED:20240229T130024Z LAST-MODIFIED:20240417T192735Z UID:3732-1714464000-1714485600@www.tpsuniversity.com SUMMARY:Sacramento State University\, Sacramento\, CA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/sacramento-state-university-certified-401k-plan-fiduciary-program/ LOCATION:Sacramento State University\, 6000 J St.\, Sacramento\, CA\, 95819\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/North_Dakota/Center:20240423T080000 DTEND;TZID=America/North_Dakota/Center:20240423T140000 DTSTAMP:20260425T123829 CREATED:20240318T141313Z LAST-MODIFIED:20240423T134308Z UID:4235-1713859200-1713880800@www.tpsuniversity.com SUMMARY:Johnson County Community College\, Overland Park\, KS - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/johnson-county-community-college-overland-park-ks-certified-401k-plan-fiduciary-program/ LOCATION:Johnson County Community College\, 12345 College Blvd.\, Overland Park\, KS\, 66210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240417T080000 DTEND;TZID=America/New_York:20240417T140000 DTSTAMP:20260425T123829 CREATED:20240216T130025Z LAST-MODIFIED:20240416T150303Z UID:3662-1713340800-1713362400@www.tpsuniversity.com SUMMARY:Drake University\, Des Moines\, IA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/drake-university-des-moines-ia-certified-401k-plan-fiduciary-program/ LOCATION:Drake University\, 2875 University Ave\, Des Moines\, IA\, 50311\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240410T083000 DTEND;TZID=America/New_York:20240410T143000 DTSTAMP:20260425T123829 CREATED:20240212T144621Z LAST-MODIFIED:20240402T160014Z UID:3967-1712737800-1712759400@www.tpsuniversity.com SUMMARY:University of Chicago\, Chicago\, IL - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-chicago-gleacher-center-chicago-il-certified-401k-plan-fiduciary-program/ LOCATION:University of Chicago\, Gleacher Center\, 450 North Cityfront Plaza Dr\, Chicago\, IL\, 60611\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240327T080000 DTEND;TZID=America/New_York:20240327T140000 DTSTAMP:20260425T123829 CREATED:20240125T185623Z LAST-MODIFIED:20240319T140252Z UID:3926-1711526400-1711548000@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/ LOCATION:Nova Southeastern University\, 3100 Ray Ferrero Jr. Blvd.\, Fort Lauderdale\, FL\, 33314\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240321T090000 DTEND;TZID=America/New_York:20240321T150000 DTSTAMP:20260425T123829 CREATED:20240122T120054Z LAST-MODIFIED:20240320T174722Z UID:3781-1711011600-1711033200@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-law-school-new-york-ny-certified-401k-plan-fiduciary-program/ LOCATION:Fordham Law School\, 150 West 62nd Street\, New York\, NY\, 10023\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240320T080000 DTEND;TZID=America/New_York:20240320T140000 DTSTAMP:20260425T123829 CREATED:20240118T130000Z LAST-MODIFIED:20240319T155401Z UID:3848-1710921600-1710943200@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-2/ 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:20240319T080000 DTEND;TZID=America/New_York:20240319T140000 DTSTAMP:20260425T123829 CREATED:20240122T201800Z LAST-MODIFIED:20240315T215346Z UID:3878-1710835200-1710856800@www.tpsuniversity.com SUMMARY:Texas State University - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/texas-state-university-certified-401k-plan-fiduciary-program/ LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240314T080000 DTEND;TZID=America/New_York:20240314T140000 DTSTAMP:20260425T123829 CREATED:20240112T130034Z LAST-MODIFIED:20240308T205002Z UID:3723-1710403200-1710424800@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/ LOCATION:Rollins College\, 1000 Holt Ave\, Winter Park\, FL\, 32789\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240312T080000 DTEND;TZID=America/New_York:20240312T140000 DTSTAMP:20260425T123829 CREATED:20240117T155820Z LAST-MODIFIED:20240308T213424Z UID:3821-1710230400-1710252000@www.tpsuniversity.com SUMMARY:Frederick Community College\, Frederick\, MD - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/frederick-community-college-frederick-md-certified-401k-plan-fiduciary-program/ LOCATION:Frederick Community College\, 7932 Opossumtown Pike\, Frederick\, MD\, 21702\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240229T080000 DTEND;TZID=America/New_York:20240229T140000 DTSTAMP:20260425T123829 CREATED:20231230T120046Z LAST-MODIFIED:20240223T155110Z UID:3422-1709193600-1709215200@www.tpsuniversity.com SUMMARY:Baldwin Wallace University\, Berea\, OH - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/baldwin-wallace-university-berea-oh-certified-401k-plan-fiduciary-program/ LOCATION:Baldwin Wallace University\, 125 Tressel St.\, Berea\, OH\, 44017\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240214T080000 DTEND;TZID=America/New_York:20240214T140000 DTSTAMP:20260425T123829 CREATED:20240112T193523Z LAST-MODIFIED:20240207T195047Z UID:3804-1707897600-1707919200@www.tpsuniversity.com SUMMARY: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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-denver-denver-co-certified-401k-plan-fiduciary-program/ LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240213T083000 DTEND;TZID=America/New_York:20240213T143000 DTSTAMP:20260425T123829 CREATED:20231213T133058Z LAST-MODIFIED:20240202T152617Z UID:3613-1707813000-1707834600@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/ LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240208T083000 DTEND;TZID=America/New_York:20240208T143000 DTSTAMP:20260425T123829 CREATED:20240104T201938Z LAST-MODIFIED:20240207T160146Z UID:3742-1707381000-1707402600@www.tpsuniversity.com SUMMARY:Serendipity Labs - Conference Center - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/serendipity-labs-conference-center-certified-401k-plan-fiduciary-program/ LOCATION:Serendipity Labs\, 100 North Point Center 30022\, Alpharetta\, GA\, 30022\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231212T083000 DTEND;TZID=America/New_York:20231212T120000 DTSTAMP:20260425T123829 CREATED:20231206T214356Z LAST-MODIFIED:20231206T214513Z UID:3602-1702369800-1702382400@www.tpsuniversity.com SUMMARY:Virtual - Fairfield\, CT - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-fairfield-ct-certified-401k-plan-fiduciary-program/ LOCATION:PA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231130T080000 DTEND;TZID=America/New_York:20231130T140000 DTSTAMP:20260425T123829 CREATED:20231024T162128Z LAST-MODIFIED:20231129T154646Z UID:3312-1701331200-1701352800@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\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/ LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231114T083000 DTEND;TZID=America/New_York:20231114T143000 DTSTAMP:20260425T123829 CREATED:20231023T222642Z LAST-MODIFIED:20231023T223031Z UID:3302-1699950600-1699972200@www.tpsuniversity.com SUMMARY:California State University Long Beach - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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/california-state-university-long-beach-certified-401k-plan-fiduciary-program/ LOCATION:California State University Long Beach\, Pointe 1250 Bellflower Blvd\, Long Beach\, CA\, 90840\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231102T083000 DTEND;TZID=America/New_York:20231102T143000 DTSTAMP:20260425T123829 CREATED:20231023T221314Z LAST-MODIFIED:20231023T221314Z UID:3294-1698913800-1698935400@www.tpsuniversity.com SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/ LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231102T083000 DTEND;TZID=America/New_York:20231102T120000 DTSTAMP:20260425T123829 CREATED:20231023T202750Z LAST-MODIFIED:20231023T205517Z UID:3275-1698913800-1698926400@www.tpsuniversity.com SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \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-charleston-sc-certified-401k-plan-fiduciary-program/ LOCATION:PA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231101T080000 DTEND;TZID=America/New_York:20231101T140000 DTSTAMP:20260425T123829 CREATED:20230913T215018Z LAST-MODIFIED:20231018T183023Z UID:3170-1698825600-1698847200@www.tpsuniversity.com SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/ LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231026T080000 DTEND;TZID=America/New_York:20231026T140000 DTSTAMP:20260425T123829 CREATED:20231018T161156Z LAST-MODIFIED:20231018T181920Z UID:3223-1698307200-1698328800@www.tpsuniversity.com SUMMARY:The College of New Jersey\, Ewing Township\, NJ - Certified 401(k) Plan Fiduciary Program DESCRIPTION:Register For This Program\n \n\n \n\n\n \n \n When\nTuesday\, March 11\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nVillanova University\nWest Campus - Garey Hall\nSpring Mill Rd & County Line Rd\nVillanova\, PA 19085\nRoom 10A \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: Session 1 - Fiduciary Review\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\nDerek Fiorenza CFP®\, ChFC®\, C(k)P®\, CPFA\nAIF®\, PPC™\, MSBA\nChief Operating Officer/ Chief Commercial Officer\nSummit Group Retirement Planners\, Inc. \nDerek co-founded Summit Group Retirement Planners\, Inc. (SGRP). SGRP is a Registered Investment Advisory Firm (RIA) registered with the Securities Exchange Commission (SEC). He serves as an Investment Advisor Representative (IAR) of the RIA\, while also being responsible for the firm’s compliance as the COO/CCO of the corporation. He is focused on expanding the Summit Group brand by providing an extremely high level of service to all qualified corporate retirement plan clients and the industry as a whole. \nDerek founded the non-profit organization\, Fiorenza's Food for Friends (F4) as a 501(c)(3) non-profit organization in 2011. F4's Vision is to create a world without hunger! F4's Mission is to connect sources of food to recipients in need. www.f4service.org \nHe also serves as the Chair for the FinLitFuture$. FinLitFuture$ is a collaborative initiative founded and developed by the Retirement Advisor Council (RAC). FinLitFuture$ believes that by advancing financial education for the youth we can influence improved financial wellbeing success and stronger retirement security for future generations. The FinLitFuture$ Initiative is fiercely dedicated to supporting\, organizing\, and inspiring the collective volunteer and advocacy efforts of financial advisors\, service providers\, asset managers\, and retirement industry associations who share a commitment to advancing financial education in schools and community programs. \nPassion Statement\n“It’s my sole focus to become the best version of myself in all areas of my life so that I can live\, give\, serve\, love\, and educate others with humble confidence. I truly want to make the world a better place for all\, and I have dedicated my life to empowering my clients with financial coaching while striving to improve communities in need around the country through my philanthropic endeavors.” \n  \nAnthony Fiorenza CPFA\, AIF®\, C(k)P®\, PPC™\nCEO/President\nSummit Group Retirement Planners\, Inc. \nAnthony Fiorenza earned a Bachelor of Science in General Program from Villanova University\, and a Master of Arts in Psychology from West Chester University of PA. \nAt Summit Group Retirement Planners\, Inc.\, he consults with employers (for profit companies and non-profit organizations) on the establishment\, design features\, communication\, continued investment monitoring\, administrative oversight and ongoing engagement with the Investment Committee and the plan participants for their qualified and non-qualified retirement plans. As an Investment Advisor Representative with Summit Group Retirement Planners\, Inc.\, he delivers wealth management advisory services to individual clients\, designing and implementing investment strategies in response to their objectives\, time horizon and risk tolerance. \nAnthony was a member of the Bishop Shanahan High School Advisory Board\, while also serving as the chairman of the Business Tax Credit Program at Bishop Shanahan High School. He previously also served on the EITC Committee for the Foundation for Catholic Education. Anthony has earned the AIF® Designation\, NAPA CPFA\, PPC Designation\, and C(k)P Designation. Anthony Fiorenza is in affiliation with Summit Group Retirement Planners\, Inc. and he is a member of the National Association of Plan Advisors (NAPA). \n\n \n \n \n \n REGISTER FOR THIS PROGRAM\n \n \n \n\n \n\n\n \n \n \n Driving and Parking Directions\n \n \n \n \n \n Download Driving and Parking Directions URL:https://www.tpsuniversity.com/event/the-college-of-new-jersey-ewing-township-nj/ LOCATION:The College of New Jersey\, 2000 Pennington Road\, Ewing Township\, NJ\, 08628\, United States END:VEVENT END:VCALENDAR