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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T083000
DTEND;TZID=America/New_York:20260521T144500
DTSTAMP:20260616T231435
CREATED:20260323T120036Z
LAST-MODIFIED:20260519T201813Z
UID:6762-1779352200-1779374700@www.tpsuniversity.com
SUMMARY:Kansas State University Olathe\, Olathe\, KS - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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/kansas-state-university-olathe-olathe-ks-certified-401k-plan-fiduciary-program/
LOCATION:Kansas State University Olathe\, 22201 W. Innovation Drive\, Olathe\, KS\, 66061\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Denver:20260602T090000
DTEND;TZID=America/Denver:20260602T151500
DTSTAMP:20260616T231435
CREATED:20260403T120013Z
LAST-MODIFIED:20260601T161524Z
UID:7620-1780390800-1780413300@www.tpsuniversity.com
SUMMARY:Oregon State University Portland Center\, OR - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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/oregon-state-university-portland-center-or-certified-401k-plan-fiduciary-program/
LOCATION:Oregon State University Portland Center\, 555 SW Morrison Street\, Suite 200\, Portland\, OR\, 97204\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260616T231435
CREATED:20260406T120030Z
LAST-MODIFIED:20260602T142915Z
UID:7413-1780560000-1780581600@www.tpsuniversity.com
SUMMARY:Stonehill College\, Easton\, MA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/stonehill-college-easton-ma-certified-401k-plan-fiduciary-program-3/
LOCATION:Stonehill College\, 124 Belmont Street\, Easton\, MA\, 02357\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260610T080000
DTEND;TZID=America/New_York:20260610T140000
DTSTAMP:20260616T231435
CREATED:20260413T120051Z
LAST-MODIFIED:20260604T195746Z
UID:7247-1781078400-1781100000@www.tpsuniversity.com
SUMMARY:DeSales University\, Center Valley\, PA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \n\n	\n	\n		\n			\n							REGISTER FOR THIS PROGRAM\n					\n	\n	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		\n			\n							Download Driving and Parking Directions
URL:https://www.tpsuniversity.com/event/desales-university-center-valley-pa-certified-401k-plan-fiduciary-program-6/
LOCATION:DeSales University\, 2755 Station Avenue\, Center Valley\, PA\, 18034\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260616T231435
CREATED:20260508T120057Z
LAST-MODIFIED:20260512T195029Z
UID:8246-1783497600-1783519200@www.tpsuniversity.com
SUMMARY:Rice University\, Houston\, TX - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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:20260616T231435
CREATED:20260518T120015Z
LAST-MODIFIED:20260603T155444Z
UID:8254-1784190600-1784212200@www.tpsuniversity.com
SUMMARY:University of Maryland\, College Park\, MD - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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:20260616T231435
CREATED:20260521T120028Z
LAST-MODIFIED:20260610T203006Z
UID:7751-1784620800-1784642400@www.tpsuniversity.com
SUMMARY:University of Buffalo\, Buffalo\, NY - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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:20260616T231435
CREATED:20260526T120042Z
LAST-MODIFIED:20260526T140554Z
UID:8266-1784793600-1784815200@www.tpsuniversity.com
SUMMARY:University of South Florida\, Tampa\, FL - TPSU For Health Plan Fiduciaries
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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:20260616T231435
CREATED:20260530T120020Z
LAST-MODIFIED:20260616T182213Z
UID:7766-1785313800-1785336300@www.tpsuniversity.com
SUMMARY:Rescheduled from June 24\, 2026 - University of Hartford\, West Hartford\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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:20260616T231435
CREATED:20260605T120029Z
LAST-MODIFIED:20260616T173613Z
UID:7286-1785830400-1785852000@www.tpsuniversity.com
SUMMARY:Rescheduled from April 2\, 2026 - Quinnipiac University\, North Haven\, CT - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program\n					\n\n	\n\n\n	\n		\n	When\nWednesday\, January 29\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRandolph Macon College\nBrock Commons\n304 Henry St.\nAshland\, VA 23005\nDollar Tree 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:\n \nSession 1 - Attributes of a Retirement Plan Advisor \nSession 2 - What Are The Latest Trends In DC Plans?  \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\nJ. Cory Hoffer\, MS\, CIMA®\, CFP®\, C(k)PTM\nPresident\nHermitage Wealth Management\, Inc. \nAs the Founder of Hermitage Wealth Management\, Inc.\, Cory is a driving force behind the firm's vision to adhere to our mantra\, Timeless Solutions\, referring to financial guidance that transcends short-term fleeting trends in favor of proven financial strategies. \nCory began his career as a Financial Planner after earning his B.B.A. from James Madison University in 1999. Thereafter he pursued the Certified Financial Planner® (CFP®) designation after realizing the importance of a disciplined process when rendering comprehensive financial advice. In the years that followed\, he opened his own independent firm in Hermitage Wealth Management\, which required more advanced licensing including becoming a Registered Principal. His work in corporate retirement plan consulting stemmed from a natural curiosity to improve what had become many households’ most important asset\, the 401(k) plan. He went on to earn the Certified 401(k) Planner C(k)P™ designation through The Retirement Advisor University at UCLA Anderson School of Management Executive Education. \nIn 2016 Cory completed his graduate degree\, a Masters of Finance\, Personal Financial Planning from the College for Financial Planning where he researched advanced planning concepts with renowned faculty and subject matter experts. Cory is a member of the Retirement Plan Advisory Council (RPAC) for Osaic Wealth\, one of the nation’s largest providers of wealth management solutions. RPAC is comprised of a select group of advisors who specialize in retirement plan consulting focused on participant outcomes. \nMore recently\, in 2024\, Cory completed the Certified Investment Management Analyst® (CIMA®) certification. This prestigious certification\, awarded by the Investments & Wealth Institute®\, reflects a deep commitment to ethical standards and continuous professional excellence in the field of wealth management. Cory underwent studies at the University of Chicago Booth School of Business where he researched advanced concepts in investment management\, portfolio construction\, and risk management. He is recognized for his expertise in applying sophisticated investment strategies and rigorous due diligence to optimize client portfolios. \nWith a strong commitment to his community\, Hoffer actively supports numerous charitable organizations and coaches youth sports. He and his wife\, Janine\, reside in Richmond\, Virginia\, and spend most of their time rearing three active children. \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
END:VCALENDAR