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Event Date |
Thu Sep 30 PDT (about 3 years ago)
In your timezone (EST): Thu Sep 30 2:00pm - Thu Sep 30 4:00pm |
Location | Virtual |
Region | Americas |
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2021 Orange County 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 2021 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.
2021 Speakers
Shannon Main
Principal –Pensionmark
Charles E. F. Millard
Senior Advisor – Amundi
Ken Sommer
Head Portfolio Manager – NY Life Investments
David M. Blanchett
Head of Retirement Research – PGIM
Sue Walton
Senior Retirement Strategist - Capital Group | American Funds
Tina White
Senior Retirement Plan Strategist - Franklin Templeton