Event Details
Sponsored Event - 2021 CLE Virtual Fiduciary Summit
| Date: | November 9, 2021, 12:00pm – 2:00pm |
| Organizer: | Xponential Growth Solutions |
| Location: | Virtual |
| Price: | Free to Akron SHRM Members |
| Event Type: | Seminar |
| iCal link | Add to Calendar |
Hi Akron SHRM members,
You and your retirement committee are invited to attend the 2021 Cleveland Virtual Fiduciary Summit, locally hosted by NFP. This interactive webinar is an opportunity for plan sponsors & fiduciaries to earn Continuing Education credits while learning about 401k/403b best practices, plan optimization, and more.
You are invited to join the event with a waived $150 registration fee using code ASHRM21
RSVP & View Event Page: Cleveland Virtual Fiduciary Summit
When:
Tuesday, November 9th 2021| 12:00 pm – 2:00 pm EST
Topics of Discussion:
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Retirement Industry Trends & Best Practices
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The New WOW Employee Benefit: Student Loans
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Plan Sponsor Attitudes
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Financial Wellness
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Convergence of Healthcare & Retirement
Hosted Locally By:
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David Krasnow, President and Chief Executive Officer - Pension Advisors
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Beth Krasnow, President - Thrive Flexible Matching
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Andrew Spahr, Vice President, Defined Contribution Investment Only - Fidelity
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Charles Mullen, Chairman - Apple Growth Partners
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Krista Steedly, CPA, Manager - Apple Growth Partners
Certified for 2 hours of CE credit:
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2 Hours of CPE/CPA Credit
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2 Hours of HRCI/SPHR/PHR/GPHR General Credit
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2 Hours of SHRM Professional Development Credits (PDCs)
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CEBS Eligible
Click this link to register & view the full agenda:
https://www.xgrowthsolutions.com/events/2021-cleveland-virtual-fiduciary-summit-1
Will you be tuning in?
Cassie Carfi
Assistant Project Manager | Xponential Growth Solutions
(619)359-6829
