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DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260424T123511
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\nWednesday\, November 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nSmith and Howard Advisory\, LLC\n271 17th Street NW\, Fifth Floor\nAtlanta\, GA 30363\nConference 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 - The Convergence of Healthcare & Retirement\n \nSession 2 - Benefits Beyond Compliance\, Maximizing Your Partnership \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. \nShelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor\n(CPFATM) designation from 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					\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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230919T080000
DTEND;TZID=America/New_York:20230919T140000
DTSTAMP:20260424T123511
CREATED:20230901T142746Z
LAST-MODIFIED:20230901T163912Z
UID:3098-1695110400-1695132000@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\nWednesday\, November 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nSmith and Howard Advisory\, LLC\n271 17th Street NW\, Fifth Floor\nAtlanta\, GA 30363\nConference 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 - The Convergence of Healthcare & Retirement\n \nSession 2 - Benefits Beyond Compliance\, Maximizing Your Partnership \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. \nShelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor\n(CPFATM) designation from 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					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/villanova-university-villanova-pa-certified-401k-plan-fiduciary-program/
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:20230914T083000
DTEND;TZID=America/New_York:20230914T143000
DTSTAMP:20260424T123511
CREATED:20230831T193605Z
LAST-MODIFIED:20230901T135045Z
UID:3066-1694680200-1694701800@www.tpsuniversity.com
SUMMARY:Roam Conference Room - Alpharetta\, GA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, November 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nSmith and Howard Advisory\, LLC\n271 17th Street NW\, Fifth Floor\nAtlanta\, GA 30363\nConference 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 - The Convergence of Healthcare & Retirement\n \nSession 2 - Benefits Beyond Compliance\, Maximizing Your Partnership \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. \nShelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor\n(CPFATM) designation from 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					\n						Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/roam-conference-room-alpharetta-ga-certified-401k-plan-fiduciary-program/
LOCATION:Roam Conference Room\, 5815 Windward Pkwy\, Suite 302\, Alpharetta\, GA\, 30005
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230913T080000
DTEND;TZID=America/New_York:20230913T140000
DTSTAMP:20260424T123511
CREATED:20230823T003544Z
LAST-MODIFIED:20230901T055922Z
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\nWednesday\, November 13\, 2024\n8:30AM - 2:30PM\n(Program begins promptly at 9:00AM) \nLocation\nSmith and Howard Advisory\, LLC\n271 17th Street NW\, Fifth Floor\nAtlanta\, GA 30363\nConference 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 - The Convergence of Healthcare & Retirement\n \nSession 2 - Benefits Beyond Compliance\, Maximizing Your Partnership \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\nShelly Horwitz\, AIF®\, CPFATM\nManaging Director\nWorld Investment Advisors \nShelly is a retirement plan expert with over 25 years of experience devoted solely to retirement plan management. Over her career she has provided consulting and fiduciary advisory services to non-profits\, private and public corporations in primary focus areas such as fiduciary governance\, plan design\, investment consulting\, compliance\,\nemployee education and communication. Shelly leads the team in Atlanta\, G.A. and Washington\, D.C. and works with clients all over the U.S. and Canada. \nShelly began her financial services career for one of the top-retirement plan recordkeepers\, where she held several client relations and leadership roles. She has been working as an advisor and consultant for the last 12 years and works with both private\, public and not for profit organizations ranging in size and industry. She has spoken at\nmany industry and client conferences on a variety of topics\, including fees\, benchmarking and financial wellness. \nShelly became a managing partner of World Investment Advisors with a focus on expanding the footprint in corporate\, discretionary investment management and master trust space. \nShelly is a founding member of the National Association of Plan Advisors (NAPA) and a current member of the Society for Human Resources Management (SHRM) and the American Society for Association Executives (ASAE). She was named a Top Women All-Star in 2015-2023 by the National Association of Plan Advisors. \nShelly is a graduate of Elon University with a B.A. in Psychology and has earned the Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies (FI360) and the Certified Plan Fiduciary Advisor (CFPA)TM from the National Association for Plan Advisors (NAPA) and is currently working towards her Certified Financial\nPlanning (CFP) designation. She holds her FINRA Series 7 and 65 securities licenses\, as well as Life\, Annuities and Long-Term Care insurance licenses. \nJames D. Vanke\, CPA\, AIF®\nManaging Director\nWorld Investment Advisors \nJames Vanke has over 25 years of financial sector experience ranging from advising some of the world’s largest companies with a “Big 4” CPA firm to serving small- and mid-sized companies in a boutique\nenvironment. \nAt World Investment Advisors\, James is responsible for helping employers build and manage successful retirement benefits. He is an advocate and fiduciary partner who helps clients with fiduciary risk management\, investment selection and monitoring\, vendor relationships\, plan operations\, cost controls\, and tax savings. As a behavioral finance and financial wellness specialist\, James believes that we can help employees make positive financial decisions that lead to sustainable financial habits that pay dividends in the workplace. \nJames holds a master’s degree in accounting and a bachelor’s degree in business administration from The University of North Carolina at Chapel Hill. He is a Certified Public Accountant and Accredited Investment Fiduciary. \nRob Appleman\, AIF®\, CPFATM\nDirector of Investment and Client Services\nWorld Investment Advisors \nRob brings over 20 years of relationship management\, investment advisory and institutional industry experience. As Director of Investments and Client Services\, Rob accesses and ensures plan sponsors’ fiduciary needs are met efficiently and produce superior outcomes through the delivery of investment oversight and plan consulting solutions. \nRob earned his BA degree in Finance from the James M. Hull College of Business at Augusta University. In addition\, he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies (Fi360) and the Certified Plan Fiduciary Advisor\n(CPFATM) designation from 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					\n						Download Driving and Parking Directions
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
END:VEVENT
END:VCALENDAR