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Event Date Thu Sep 30 PDT (22 days ago)
In your timezone (EDT): 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