Arizona Virtual Fiduciary Summit 2021 (A) | Xponential Growth Solutions | 3 March 2021 | Virtual

The seminar is a stop on the 2021 Retirement Plan Road Show.

This unbiased, education-focused online fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for this can’t-miss virtual retirement plan summit!

Reasons to attend:

• Gain Confidence About Fiduciary Responsibilities
• Measure, evaluate and benchmark your current plan
• Maintain ERISA compliance
• Discover new ideas and insider tools
• Get clarity and direction on best practices
• Improve Employee outcomes
• Access Executive Benefits classes and Plan Sponsor training
• Network with Peers and Industry Leaders

Discussion Topics:

Retirement Industry Trends & Best Practices
• Market Volatility
• Expanding the Role of the Plan Advisor
• Mind the Generational Gap
• Financial Wellness
• Top Trending Benefits: Cost Containment & Attracting Talent
• What Every Fiduciary Needs to Know

Who can benefit?

• 401k, 403b, DB Pension, Retirement and Benefits Plan Sponsors
• Plan Fiduciaries, Committee Members, and Business Owners
• Professionals Seeking HR and Benefits Administration Training
• CFO and Finance Professionals

2021 Speakers

Richard Wedge
Managing Director - Pensionmark

Elise Thorpe
Principal - Lovitt & Touché

Dustin Beeker, CPA, CGMA
Partner - Moss Adams

Ben Leger, CFA
Senior Vice President - Fidelity Investments

Veronica Taylor
Client Relationship Manager - Pensionmark Retirement Group

Brad Vaughan
Regional Sales Consultant - T. Rowe Price

2021 Sponsors

• National Registry of CPE
• HRCI.ORG
• SHRM Recertification Provider
• XPonential Growth Solutions
• RPRS