Atlanta Virtual Fiduciary Summit (Session 2) 2021 | X Growth Solutions | 10 November 2021 | Virtual Event
Venue
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| Event Date | Wed Nov 10 EST (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Atlanta Retirement Plan Sponsors including; 401(k), 403(b), and 457 are invited to attend the continuation of a 2-part virtual summit hosted by leading local experts! Session 2 of the 2021 Atlanta Virtual Fiduciary Summit will feature new topics including: HR consulting, HSAs in retirement, managed accounts, creating financially empowered employees + more!
This comprehensive remote summit is presented as part of the 2021 Retirement Plan Road Show, and will feature unbiased, education-focused online training for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries. Our diverse group of industry experts will discuss retirement plan best practices and strategies, and have helped thousands of plan sponsors positively impact millions of America’s participants. Join us for part 2 of 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:
• Benchmarking
• Taking it Up a Notch: Moving from a Retirement Plan Committee to a Benefits Committee
• Student Loan Repayment Program
• Financial Elements: Breaking Down Complicated Financial Concepts for Your Employees
• Guaranteed Income in Retirement
Who can benefit:
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
Certified ce credit:
• 2 Hours of CPE/CPA Credit
• 2 Hours of HRCI/SPHR/PHR/GPHR General Credit
• 2 Hours of SHRM Professional Development Credits (PDCs)
• CEBS Eligible
Speakers
2021 Speakers
LOCAL HOSTS AND GUEST SPEAKERS:
Greg Fiore
Senior Vice President - OneDigital
Jackie Deckman, CPFA®
Retirement Plan Advisor – OneDigital
David Griffin
Senior Vice President - OneDigital
Matt Wilde
Senior Investment Specialist - Principal
Brooke Harrison
Vice President, Retirement Solutions – Principal
Chip Ely
Multi-Product Account Executive – Fidelity Investments
Laura Rogers
Director of Financial Elements – OneDigital
Brandon Cutler
Financial Elements Mentor – OneDigital
Stephanie Hunt
Retirement Plan Consultant - OneDigital
Sponsors & Partners
2021 Sponsors
• CPE
• HR Certification Institutes
• SHRM recertification Provider2020
• RPRS
• XPonential Growth Solutions