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X-WR-CALNAME:TPSU - The Plan Sponsor University
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DTSTART;TZID=America/New_York:20231026T080000
DTEND;TZID=America/New_York:20231026T140000
DTSTAMP:20260615T150917
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\nThursday\, June 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBoston College\nWalsh Hall\n150 St. Thomas More Rd\nBoston\, MA 02135\n131 Function 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 - Role and Responsibilities of your Advisor and Advisor Team\n \nSession 2 - Targets Date Funds and/or Managed Account \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\nLorenzo P. Gaudioso\, CFP®\, C(k)P®\, CRPS®\nRetirement Plan Advisor & Wealth Advisor\nCarson Wealth \nLorenzo has been advising clients in the financial service and retirement industry for over two decades. A graduate of Fairfield University and a Certified Financial Planner™ professional\, he concentrates on building comprehensive wealth management strategies and corporate retirement solutions for busy business owners and families. \nWorking together with his clients\, Lorenzo uses a defined and disciplined process that begins with the client’s goals and what is most important to them. Through this process\, he helps to design retirement plans which are designed to strengthen clients’ financial health by protecting\, growing\, and transitioning wealth in a tax-efficient manner. \nLorenzo lives in Roxbury\, CT\, with his wife and son and is an active member of the community. He participates on regional boards\, focusing on local tourism\, conservation\, and planning. He also sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon and is an active member of King Solomon Lodge No. 7 in Woodbury\, CT; St. Elmo Commandery No. 9 in Meriden\, CT; and the Lafayette Consistory in Stratford\, CT. \nOutside of work\, Lorenzo enjoys cooking\, gardening\, wine tasting\, public speaking\, and traveling. \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-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:20260615T150917
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\nThursday\, June 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBoston College\nWalsh Hall\n150 St. Thomas More Rd\nBoston\, MA 02135\n131 Function 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 - Role and Responsibilities of your Advisor and Advisor Team\n \nSession 2 - Targets Date Funds and/or Managed Account \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\nLorenzo P. Gaudioso\, CFP®\, C(k)P®\, CRPS®\nRetirement Plan Advisor & Wealth Advisor\nCarson Wealth \nLorenzo has been advising clients in the financial service and retirement industry for over two decades. A graduate of Fairfield University and a Certified Financial Planner™ professional\, he concentrates on building comprehensive wealth management strategies and corporate retirement solutions for busy business owners and families. \nWorking together with his clients\, Lorenzo uses a defined and disciplined process that begins with the client’s goals and what is most important to them. Through this process\, he helps to design retirement plans which are designed to strengthen clients’ financial health by protecting\, growing\, and transitioning wealth in a tax-efficient manner. \nLorenzo lives in Roxbury\, CT\, with his wife and son and is an active member of the community. He participates on regional boards\, focusing on local tourism\, conservation\, and planning. He also sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon and is an active member of King Solomon Lodge No. 7 in Woodbury\, CT; St. Elmo Commandery No. 9 in Meriden\, CT; and the Lafayette Consistory in Stratford\, CT. \nOutside of work\, Lorenzo enjoys cooking\, gardening\, wine tasting\, public speaking\, and traveling. \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/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:20260615T150917
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\nThursday\, June 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBoston College\nWalsh Hall\n150 St. Thomas More Rd\nBoston\, MA 02135\n131 Function 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 - Role and Responsibilities of your Advisor and Advisor Team\n \nSession 2 - Targets Date Funds and/or Managed Account \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\nLorenzo P. Gaudioso\, CFP®\, C(k)P®\, CRPS®\nRetirement Plan Advisor & Wealth Advisor\nCarson Wealth \nLorenzo has been advising clients in the financial service and retirement industry for over two decades. A graduate of Fairfield University and a Certified Financial Planner™ professional\, he concentrates on building comprehensive wealth management strategies and corporate retirement solutions for busy business owners and families. \nWorking together with his clients\, Lorenzo uses a defined and disciplined process that begins with the client’s goals and what is most important to them. Through this process\, he helps to design retirement plans which are designed to strengthen clients’ financial health by protecting\, growing\, and transitioning wealth in a tax-efficient manner. \nLorenzo lives in Roxbury\, CT\, with his wife and son and is an active member of the community. He participates on regional boards\, focusing on local tourism\, conservation\, and planning. He also sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon and is an active member of King Solomon Lodge No. 7 in Woodbury\, CT; St. Elmo Commandery No. 9 in Meriden\, CT; and the Lafayette Consistory in Stratford\, CT. \nOutside of work\, Lorenzo enjoys cooking\, gardening\, wine tasting\, public speaking\, and traveling. \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/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:20260615T150917
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\nThursday\, June 20\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nBoston College\nWalsh Hall\n150 St. Thomas More Rd\nBoston\, MA 02135\n131 Function 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 - Role and Responsibilities of your Advisor and Advisor Team\n \nSession 2 - Targets Date Funds and/or Managed Account \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\nLorenzo P. Gaudioso\, CFP®\, C(k)P®\, CRPS®\nRetirement Plan Advisor & Wealth Advisor\nCarson Wealth \nLorenzo has been advising clients in the financial service and retirement industry for over two decades. A graduate of Fairfield University and a Certified Financial Planner™ professional\, he concentrates on building comprehensive wealth management strategies and corporate retirement solutions for busy business owners and families. \nWorking together with his clients\, Lorenzo uses a defined and disciplined process that begins with the client’s goals and what is most important to them. Through this process\, he helps to design retirement plans which are designed to strengthen clients’ financial health by protecting\, growing\, and transitioning wealth in a tax-efficient manner. \nLorenzo lives in Roxbury\, CT\, with his wife and son and is an active member of the community. He participates on regional boards\, focusing on local tourism\, conservation\, and planning. He also sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon and is an active member of King Solomon Lodge No. 7 in Woodbury\, CT; St. Elmo Commandery No. 9 in Meriden\, CT; and the Lafayette Consistory in Stratford\, CT. \nOutside of work\, Lorenzo enjoys cooking\, gardening\, wine tasting\, public speaking\, and traveling. \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-north-florida-jacksonville-fl-certified-401k-plan-fiduciary-program/
LOCATION:University of North Florida\, Adam W. Herbert University Center 12000 Alumni Drive - Board of Trustees Room 1058\, Jacksonville\, FL\, 32224
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