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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T143000
DTSTAMP:20231023T221314Z
CREATED:20231023T221314Z
LAST-MODIFIED:20231023T221314Z
UID:3294-1698913800-1698935400@www.tpsuniversity.com
SUMMARY:George Mason University\, Fairfax\, VA - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/george-mason-university-fairfax-va-certified-401k-plan-fiduciary-program/
LOCATION:george mason\, 4400 Rivanna River Way\, Fairfax\, VA\, 22030\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231102T083000
DTEND;TZID=America/New_York:20231102T120000
DTSTAMP:20231023T205517Z
CREATED:20231023T202750Z
LAST-MODIFIED:20231023T205517Z
UID:3275-1698913800-1698926400@www.tpsuniversity.com
SUMMARY:Virtual - Charleston\, SC - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/virtual-charleston-sc-certified-401k-plan-fiduciary-program/
LOCATION:CT
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231101T080000
DTEND;TZID=America/New_York:20231101T140000
DTSTAMP:20231018T183023Z
CREATED:20230913T215018Z
LAST-MODIFIED:20231018T183023Z
UID:3170-1698825600-1698847200@www.tpsuniversity.com
SUMMARY:University of Loyola MD\, Timonium\, MD - Certified 401(k) Plan Fiduciary Program
DESCRIPTION:Register For This Program(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
URL:https://www.tpsuniversity.com/event/university-of-loyola-md-timonium-md-certified-401k-plan-fiduciary-program/
LOCATION:University of Loyola MD\, 2034 Greenspring Dr\, Timonium\, MD\, 21093\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20231018T181920Z
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(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
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:20230901T163912Z
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(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
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:20230901T135045Z
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(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
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:20230901T055922Z
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(opens in new tab)	\n\n\n	\n		\n	When\nThursday\, March 6\, 2025\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nQuinnipiac University\nSchool of Medicine\, Nursing and Health Sciences\n370 Bassett Rd.\nNorth Haven\, CT 06473\nMultipurpose 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 - Empowering Futures: Retirement Committee Best Practices & Boosting Employee Financial Wellness \nSession 2 - DC Trends…Elevate your DC Plan \n \n\n	\n	\n		Download PDF(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Speaker(s)\n		Adjunct Lecturer\nMichael J. Del Re\, III\, ChFC®\, REBC®\, AIF®\nNortheast Managing Partner\nPrime Capital Investment Advisors \nAs PCIA’s Managing Partner in the Northeast\, my primary focus is on the design\, implementation and management of employer-sponsored retirement plans. I am honored to have had the opportunity to educate others as a presenter at various industry events. \nIn addition to my retirement plan clients\, I serve a diverse clientele of individuals and families who benefit from the formalized portfolio construction and review processes utilized by our firm’s corporate clients. By leveraging the firm’s suite of financial planning solutions available\, I remain able to deliver comprehensive and personalized solutions with the exceptional service my clients expect and deserve. \nI hold a bachelor’s degree in finance from Bentley University. I also have earned the Accredited Investment Fiduciary® (AIF®) Designation from University of Pittsburgh\, Katz School of Business\, FINRA Series 6\, 63\, and 65 securities registrations and life and health insurance registrations. I continue to invest significant hours in continuing education for my Chartered Financial Consultant® (ChFC®)\, and Registered Employee Benefits Consultant® (REBC®) designation. \n\n	\n	\n		REGISTER FOR THIS PROGRAM(opens in new tab)	\n\n	\n\n\n	\n		\n	\n		Driving and Parking Directions\n		\n	\n	\n		Download Driving and Parking Directions(opens in new tab)
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