Fiduciary Summit 2023 - Utah | X Growth Solutions | 2 November 2023 | The Grand America Hotel, 555 Main St, Salt Lake City, UT 84111, USA
Venue
The Grand America Hotel
The Grand America Hotel, 555 Main St, Salt Lake City, UT 84111, USA
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| Event Date |
Thu Nov 2 CST (about 1 year ago)
In your timezone (EST): Thu Nov 2 2:00am - Thu Nov 2 2:00am |
| Location |
The Grand America Hotel
555 Main St, Salt Lake City, UT 84111, USA |
| Region | Americas |
Details
This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. You can expect an education focused, workshop style conference 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 and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.
Why you should attend:
• Measure, evaluate and benchmark your current plan
• Maintain ERISA compliance & get clarity and direction on best practices
• Discover new ideas and insider tools & training to improve employee outcomes
• Network with peers and industry leaders
Speakers
2023 Speakers
James Moyes
Managing Partner and Financial Advisor, RedStone
Tim Hodnett
Employee & Executive Benefits Advisor, RedStone
Rachel Brumund
Vice President, Fidelity Investments
Benjamin Miller
Retirement Plan Counselor, Capital Group | American Funds
William Hinsdale
CPA, CFE, CGMA, Audit Senior Manager, Tanner LLC
Justin Severson
Director of Sales | UT & Las Vegas, Paylocity
Tony Cannon
Senior Channel Manager, Retirement Plans & Insurance - Capital Group | American Funds