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DTSTART;TZID=America/New_York:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260701T195520Z
CREATED:20260508T120057Z
LAST-MODIFIED:20260701T195520Z
UID:8246-1783497600-1783519200@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rice-university-houston-tx-tpsu-for-healthcare-fiduciaries/
LOCATION:Rice University\, 6100 Main St.\, Houston\, TX\, 77005\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260716T083000
DTEND;TZID=America/New_York:20260716T143000
DTSTAMP:20260714T173247Z
CREATED:20260518T120015Z
LAST-MODIFIED:20260714T173247Z
UID:8254-1784190600-1784212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-maryland-college-parkmd-tpsu-for-healthcare-fiduciaries/
LOCATION:University of Maryland\, 7801 Alumni Dr\, College Park\, MD\, 20742\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260721T080000
DTEND;TZID=America/New_York:20260721T140000
DTSTAMP:20260625T145243Z
CREATED:20260521T120028Z
LAST-MODIFIED:20260625T145243Z
UID:7751-1784620800-1784642400@www.tpsuniversity.com
SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-buffalo-buffalo-ny-certified-401k-plan-fiduciary-program/
LOCATION:University of Buffalo\, 125 Service Center Rd\, Buffalo\, NY\, 14228\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260723T080000
DTEND;TZID=America/New_York:20260723T140000
DTSTAMP:20260717T124553Z
CREATED:20260526T120042Z
LAST-MODIFIED:20260717T124553Z
UID:8266-1784793600-1784815200@www.tpsuniversity.com
SUMMARY:University of South Florida\, Tampa\, FL - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-south-florida-tampa-fl-tpsu-for-healthcare-fiduciaries/
LOCATION:The University of South Florida\, 4202 E. Fowler Ave\, Tampa\, FL\, 33620\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Halifax:20260729T083000
DTEND;TZID=America/Halifax:20260729T144500
DTSTAMP:20260716T191150Z
CREATED:20260530T120020Z
LAST-MODIFIED:20260716T191150Z
UID:7766-1785313800-1785336300@www.tpsuniversity.com
SUMMARY:Rescheduled from June 24\, 2026 - University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/university-of-hartford-west-hartford-ct-certified-401k-plan-fiduciary-program/
LOCATION:University of Hartford\, 200 Bloomfield Ave\,\, West Hartford\, CT\, 06117\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260804T080000
DTEND;TZID=America/New_York:20260804T140000
DTSTAMP:20260714T141716Z
CREATED:20260605T120029Z
LAST-MODIFIED:20260714T141716Z
UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/quinnipiac-university-north-haven-ct-certified-401k-plan-fiduciary-program-2/
LOCATION:Quinnipiac University\, 370 Bassett Rd.\, North Haven\, CT\, 06473\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260819T080000
DTEND;TZID=America/New_York:20260819T140000
DTSTAMP:20260715T140928Z
CREATED:20260618T120053Z
LAST-MODIFIED:20260715T140928Z
UID:8274-1787126400-1787148000@www.tpsuniversity.com
SUMMARY:Rutgers University\, New Brunswick\, NJ - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/rutgers-university-new-brunswick-nj-tpsu-for-healthcare-fiduciaries/
LOCATION:Rutgers University Inn and Conference Center\, 178 Ryders Lane\, New Brunswick\, NJ\, 08901\, United States
CATEGORIES:TPSU Program for Healthcare
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260826T083000
DTEND;TZID=America/New_York:20260826T143000
DTSTAMP:20260714T171051Z
CREATED:20260626T120032Z
LAST-MODIFIED:20260714T171051Z
UID:8561-1787733000-1787754600@www.tpsuniversity.com
SUMMARY:Hilton Garden Inn Nashville Brentwood\,  Brentwood\, TN - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/hilton-garden-inn-nashville-brentwood-brentwood-tn-certified-401k-plan-fiduciary-program/
LOCATION:Hilton Garden Inn Nashville Brentwood\, 217 Centerview Dr\, Brentwood\, TN\, 37027\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260827T080000
DTEND;TZID=America/New_York:20260827T140000
DTSTAMP:20260706T152311Z
CREATED:20260629T120017Z
LAST-MODIFIED:20260706T152311Z
UID:6723-1787817600-1787839200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 26\, 2026 - Texas State University\, San Marcos\, TX - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/texas-state-university-san-marcos-tx-certified-401k-plan-fiduciary-program/
LOCATION:Texas State University\, 109 Student Center Drive\, San Marcos\, TX\, 78666\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260902T083000
DTEND;TZID=America/New_York:20260902T120000
DTSTAMP:20260707T152618Z
CREATED:20260706T120010Z
LAST-MODIFIED:20260707T152618Z
UID:7364-1788337800-1788350400@www.tpsuniversity.com
SUMMARY:Virtual - Atlanta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/virtual-atlanta-ga-certified-401k-plan-fiduciary-program-3/
LOCATION:FL
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260915T083000
DTEND;TZID=America/New_York:20260915T143000
DTSTAMP:20260717T123809Z
CREATED:20260717T120018Z
LAST-MODIFIED:20260717T123809Z
UID:7107-1789461000-1789482600@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\, June 3\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRollins College\nFaculty Club\n1000 Holt Ave\nWinter Park\, FL 32789\nFaculty Club Room \nContact\nThe Plan Sponsor University\nregistrar@tpsuniversity.com\n855-755-4015 option 2 \nEligibility\nRegistration is open to Plan Fiduciaries who serve as a Plan Fiduciary\, for their company's retirement plan.\nTPSU Program is not a function of the host institution \nResources\nDownload Agenda\nDownload Speaker Bio(s)\nDownload Driving Directions \n\n	\n\n\n	\n		\n	\n				\n					\n		"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."\n	\n	\n\n\n	\n		\n	\n				\n					\n	\n	\n\n\n	\n		\n	\n				\n					\n		The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. \n	\n	\n\n\n\n			\n	\n	\n		\n	Agenda - Speaker(s) - Driving/Parking Directions\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Managing Your Retirement Plan – A Fiduciary Foundation  \nSession 2 - Building Blocks for a Successful Retirement Plan!\n \n \n\n	\n	\n		\n			\n							Download PDF\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nSue Perez\, C(k)P®\, QPFC\nFirst Vice President\, Financial Advisor\nWells Fargo Advisor \nSue is a Financial Advisor with Wells Fargo Advisors\, a leading global financial services firm offering a wide variety of investment banking\, securities\, investment management\, retirement planning and wealth management services. Sue earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor University® in collaboration with UCLA Anderson School of Management Executive Education. In addition\, she holds the QPFC\, Qualified Plan Financial Consultant designation. \nThroughout her career in the financial services sector\, Sue has earned a reputation for providing clients with honest\, professional\, wealth building strategies that have resulted in productive and long-lasting business relationships. Sue understands the dynamics of today’s ever changing regulatory and economic environment. She personally handles all of her client’s retirement plans with care and responsibility. She provides on-going support to her plans and focuses constantly on improving plans and providing plan sponsor education. Sue is committed to providing education to plan sponsors as well as plan participants and conducts on-going education for both. \nPrior to launching her career as a Financial Advisor\, Sue held several executive positions in the residential and commercial lending industry. Throughout her career\, she not only managed sales and service efforts but also managed employee training and benefits as well. This experience allows her to assist her plan sponsors with more than just their retirement plan and has allowed her to create successful plan designs that incorporate multiple services and meet multiple needs. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/george-w-bush-presidential-center-dallas-tx-certified-401k-plan-fiduciary-program-5/
LOCATION:George W. Bush Presidential Center\, 2942 SMU Boulevard\, Dallas\, TX\, 75205\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
END:VCALENDAR