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DTSTART;TZID=America/Chicago:20261006T080000
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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\nTuesday\, October 22\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nButler University\nAtherton Union\n704 W Hampton Dr.\nIndianapolis\, IN 46208\nConference Room 326 \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 - The Role of the Retirement Plan Advisor\n \nSession 2 - Why Plan Sponsors Continue To Be Sued And The Importance Of Process \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\nZachary S. Chavira\, C(k)P®\, AIF®\nRetirement Plan Lead Advisor\nDonaldson Capital Management \nZachary S. Chavira\, C(k)P®\, AIF® joined Donaldson Capital Management (DCM) in August 2017 and is Team Lead in Retirement Plan Services. \nIn his role\, Zach serves DCM’s corporate and small business retirement plan clients through employer-sponsored 401(k) and 403(b) plans. Zach graduated from the University of Southern Indiana with a degree in Finance and Marketing. Zach’s experience includes previous roles in 401(k) administration\, banking\, and financial services. Zach has found his passion in the wealth management industry and loves helping people understand money\, investments\, and planning for retirement. Zach earned his Accredited Investment Fiduciary (AIF®) designation in 2017 along with his Certified 401(k) Professional designation in 2022\, which further equipped him in his current role as an “investment fiduciary\,” a title that requires the clients’ best interests be on the forefront of every financial decision. \nZach resides in Evansville\, Indiana\, with his wife\, Lauren\, their son\, Crew\, and their Yorkie-Poodle\, Simba. Zach is a regular golfer\, as well as a self-proclaimed foodie\, boater\, and traveler. \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					\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\nTuesday\, October 22\, 2024\n8:00AM - 2:00PM\n(Program begins promptly at 8:30AM) \nLocation\nButler University\nAtherton Union\n704 W Hampton Dr.\nIndianapolis\, IN 46208\nConference Room 326 \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 - The Role of the Retirement Plan Advisor\n \nSession 2 - Why Plan Sponsors Continue To Be Sued And The Importance Of Process \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\nZachary S. Chavira\, C(k)P®\, AIF®\nRetirement Plan Lead Advisor\nDonaldson Capital Management \nZachary S. Chavira\, C(k)P®\, AIF® joined Donaldson Capital Management (DCM) in August 2017 and is Team Lead in Retirement Plan Services. \nIn his role\, Zach serves DCM’s corporate and small business retirement plan clients through employer-sponsored 401(k) and 403(b) plans. Zach graduated from the University of Southern Indiana with a degree in Finance and Marketing. Zach’s experience includes previous roles in 401(k) administration\, banking\, and financial services. Zach has found his passion in the wealth management industry and loves helping people understand money\, investments\, and planning for retirement. Zach earned his Accredited Investment Fiduciary (AIF®) designation in 2017 along with his Certified 401(k) Professional designation in 2022\, which further equipped him in his current role as an “investment fiduciary\,” a title that requires the clients’ best interests be on the forefront of every financial decision. \nZach resides in Evansville\, Indiana\, with his wife\, Lauren\, their son\, Crew\, and their Yorkie-Poodle\, Simba. Zach is a regular golfer\, as well as a self-proclaimed foodie\, boater\, and traveler. \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					\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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