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DTSTART;TZID=America/New_York:20230913T080000
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UID:2904-1694592000-1694613600@www.tpsuniversity.com
SUMMARY:University of North Florida\, Jacksonville\, FL - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nTuesday\, January 28\, 2025\n8:30AM - 12:00PM CST \nVirtual Location\nDes Moines\, IA \nFollowing registration you will receive a confirmation email that includes details and your link to join the Virtual Program. \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)\n\n	\n\n\n	\n		\n	\n		Agenda\n		TOPICS:  \nSession 1 - Beyond Retirement – Convergence of Work\, Retirement and Benefits at the Workplace\n \nSession 2 - Retiring “On Time” Is Important for The Employee AND the Employer \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\nBrian M. Thompson\, C(k)P®\, CPFA®\nPresident | Retirement Plan Advisor & Wealth Manager\nRockWay Wealth Partners \nBrian began his career in the financial services industry in 1999. As the Founder & Owner of RockWay Wealth Partners\, he views and operates the company like a client’s partner. He works with businesses & organizations\, owners\, individuals\, and families. Brian’s primary specialty is Retirement Plans & Benefits for businesses\, organizations\, and owners. With his leadership and oversight\, RockWay provides a multidimensional approach to Retirement Plans & Wealth Management. \nBrian is a C(k)P® Certified 401(k) Professional. The C(k)P® is earned from TRAU® - The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. The\nC(k)P® recognizes a combination of substantial practical retirement plan management experience\, the completion of a comprehensive and highly specialized educational program\, and an agreement to adhere to a code of conduct & ethical core values of integrity\, diligence\, fairness\, and objectivity. \nHe also holds the Certified Plan Fiduciary Advisor\, CPFA®\, professional designation\, demonstrating knowledge & expertise in working with Retirement Plans and the ability to help plan fiduciaries manage their roles & responsibilities. \nBrian also served for many years in the Iowa Air National Guard and US Air Force part-time. He was a pilot of the KC-135 Air Refueling tanker jet. He is thankful to have had the opportunity to serve our country\, travel the world\, and experience many different cultures. His dedication to helping others and strong attention to detail worked well for him in his military career and translates perfectly in his business career. \nOriginally from Sioux City\, Iowa\, he currently resides in the western suburbs of Des Moines\, with his wife and their children. Outside of family time and events\, his main personal interests are his faith\, watching his alma mater the Iowa Hawkeyes\, and the Chicago Cubs\, playing golf\, traveling\, and live music. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM
URL:https://www.tpsuniversity.com/event/university-of-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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