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DTSTART;TZID=America/New_York:20260604T080000
DTEND;TZID=America/New_York:20260604T140000
DTSTAMP:20260508T095317
CREATED:20260406T120030Z
LAST-MODIFIED:20260421T171959Z
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\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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:20260508T095317
CREATED:20260413T120051Z
LAST-MODIFIED:20260504T144837Z
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\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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/Halifax:20260624T083000
DTEND;TZID=America/Halifax:20260624T144500
DTSTAMP:20260508T095317
CREATED:20260424T120020Z
LAST-MODIFIED:20260501T193303Z
UID:7766-1782289800-1782312300@www.tpsuniversity.com
SUMMARY: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\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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:20260708T080000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260508T095317
CREATED:20260508T120057Z
LAST-MODIFIED:20260508T135230Z
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\nTuesday\, June 11\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nRutgers University Inn and Conference Center\n178 Ryders Lane\nNew Brunswick\, NJ 08901\nRUICC Conference Room A \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 - How do you Know your Plan is Healthy?\n \nSession 2 - Employer Sponsored Retirement Plans & Updates to SECURE Act 2.0 \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\nMichael P. Pallozzi\, AIF®\, CPFA®\nPresident\nHFM Investment Advisors \nMichael Pallozzi counts his most satisfying career moment as the dayHFM Investment Advisors became a fiduciary for all clients. The firm’s previous broker-dealer arrangement had left Michael chafing over the challenges the team needed to surmount to act in clients’ best interest. Now\, as an independent Registered Investment Advisor\, the firm could freely serve as clients’ fiduciary advisor in providing comprehensive financial planning and investment management. \nMichael launched his financial services career in 1998 as an intern from Rutgers University. He went on to develop a successful life insurance and financial planning practice working with closely held business owners and employees. \nToday\, he draws on that experience to manage the personal wealth and corporate 401(k) plans of business owner clients of HFM. He helps coordinate their personal and business objectives and provides integrated strategies that include succession and retirement planning. \nMichael utilizes his 401(k) management knowledge to serve both plan sponsors and the participants by leading a well-rounded service team to enhance their experience. \nIn addition\, Michael manages extensive responsibilities as our President and Chief Financial Officer. He executes and maintains our firm’s vision for the wealth management and 401(k) departments and has led our annual coat drive for the past 10 years\, a successful outreach that he finds thoroughly gratifying. \nOutside of the office\, the Washington Township resident relishes time with his wife\, Angella\, and three children. Many people don’t know this\, but Michael was 15 when he first saw Angella walking on a beach\, and he immediately knew they would be married. His persistence paid off and they started dating six months later and married 10 years after that. The couple love their times in Italy\, especially on the Amalfi Coast and Positano. Michael also appreciates time at New Jersey’s Ocean City Beach\, long rides on his road bike\, and relaxing with a good bourbon and cigar. \nEducation\n• Bachelor of Science\, Finance and Marketing\, Rutgers University \nMemberships and Community Involvement\n• Gloucester County Chamber of Commerce: Immediate Past Chairman of the Board\, Chairman of the Executive\nClub Committee\n• Rowan College of South Jersey Foundation: Board Treasurer\n• Tavi-time Foundation: Active Member\n• Washington Township Education Foundation: Past Treasurer \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
END:VCALENDAR