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DTSTART;TZID=America/Chicago:20261006T080000
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DTSTAMP:20260807T133220Z
CREATED:20260807T120025Z
LAST-MODIFIED:20260807T133220Z
UID:8848-1791273600-1791295200@www.tpsuniversity.com
SUMMARY:The University of Denver\, Denver\, CO - 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/the-university-of-denver-denver-co-certified-401k-plan-fiduciary-program/
LOCATION:University of Denver\, 2055 E Evans Ave\, Denver\, CO\, 80210\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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DTSTART;TZID=America/Denver:20261007T090000
DTEND;TZID=America/Denver:20261007T150000
DTSTAMP:20260807T133312Z
CREATED:20260807T120024Z
LAST-MODIFIED:20260807T133312Z
UID:6941-1791363600-1791385200@www.tpsuniversity.com
SUMMARY:Rescheduled from March 12\, 2026  - University of San Diego\, San Diego\, CA - 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-san-diego-san-diego-ca-certified-401k-plan-fiduciary-program-2/
LOCATION:University of San Diego\, 5555 Marian Way\, San Diego\, CA\, 92110\, United States
CATEGORIES:TPSU Program for Retirement Plan Fiduciaries
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