Cleveland Virtual Fiduciary Summit 2021 | Xponential Growth Solutions | 3 March 2021 | Virtual
Venue
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| Event Date | Wed Mar 3 EST (almost 4 years ago) |
| Location | Virtual |
| Region | Americas |
Details
The 2021 Cleveland Virtual Fiduciary Summit is a comprehensive remote summit presented as part of 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:
• What Every Fiduciary Needs to Know
• Retirement Industry Trends
• The New WOW Employee Benefit: Student Loans
• Target Date Fund Hidden Risks and Trends
• Executive Benefits
• Cyber Threats Facing Fiduciaries Today
• Financial Wellness
Who can attend?
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Speakers
2021 Speakers
David Krasnow
President and Chief Executive Officer - Pension Advisors
Beth Krasnow
Estate Planning Attorney/Education Specialist - Pension Advisors
Matthew S. Giovinazzo, CFA
Senior Investment Advisor, Retirement - NFP
Jim Dustin
Managing Director - NFP
Tony Greene
Senior Vice President Business Development - NFP Executive Benefits
Elissa Doroff
Managing Director, Cyber Technical Leader - NFP
Akhil Chopra
Managing Director, Head of Cyber - NFP
Sponsors & Partners
2021 Sponsors
• National Registry of CPE
• HRCI.ORG
• SHRM Recertification Provider
• XPonential Growth Solutions
• RPRS