Venue
Angus Barn
Angus Barn, 9401 Glenwood Ave, Raleigh, NC 27617, USA

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Event Date Thu Aug 15 EDT (over 5 years ago)
Location Angus Barn
9401 Glenwood Ave, Raleigh, NC 27617, USA
Region Americas
Details

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 North Carolina Fiduciary Summit. The summit is an education focused, workshop style conference for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

The seminar is a stop on the 2019 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Speakers

2019 Speakers

HOSTS:

Joe Gordon
Founder, Gordon Asset Management

Todd Zempel, QKA, AIFA®, CPFA
Executive Director of Retirement Plan Services, Gordon Asset Management

John Stilley
Retirement Plan Consultant, Gordon Asset Management

SPEAKERS:

Dan Jess
Regional Vice President, American Funds

Brandon Shea
Regional Consultant, DCIO, T. Rowe Price

David Krasnow
President and Chief Executive Officer, Pension Advisors