Accredited Investment Fiduciary® Designations Awarded to John Garven and David Schlossberg, Principals of BenAssured, Ltd.

Share Article

John Garven and David Schlossberg, principals of the newly formed BenAssured, Ltd., each earn the Accredited Investment Fiduciary® (AIF) designation from the Center for Fiduciary Studies. The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries.

John Garven and David Schlossberg, Principals of BenAssured, Ltd., have each been awarded the Accredited Investment Fiduciary® (AIF) designation from the Center for Fiduciary Studies. The AIF designation signifies training in fiduciary responsibility and follows a two-day course and examination.

The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the Center for Executive Education, Joseph M. Katz Graduate School of Business, University of Pittsburgh, teaches fiduciary standards of care and investment best practices designed for investment professionals. They also offer an Accredited Investment Fiduciary Analyst® (AIFA) designation signifying the ability to perform fiduciary assessments. Programs are offered throughout the year at the University of Pittsburgh’s Center for Executive Education, Stetson University’s Celebration Campus in Orlando, Florida, University of Washington in Seattle, Rice University in Houston, and the Wharton Business School of the University of Pennsylvania’s West Campus in San Francisco. Courses are also available internationally in Canada, Singapore, New Zealand, and Australia. For more information on future events, training programs and fiduciary products, visit http://www.fi360.com.

About BenAssured, Ltd.: Together Garven and Schlossberg have recently formed BenAssured, Ltd., a joint venture of their firms - Benico, Ltd. and Assured Concepts Group. The BenAssured mission is to create successful retirement plan experiences for plan sponsors and their participants, and this is done through the firm’s fiduciary and retirement plan analysis and assessment, its unique approach to participant education, and the ongoing monitoring of plans’ investment options. For more information visit http://www.benassured.com.

About John Garven: John Garven, a resident of Huntley, Illinois, is also the founder and president of Benico, Ltd., an employee benefit consulting firm. He holds the Chartered Life Underwriter® (CLU®) and Registered Health Underwriter® (RHU®) designations conferred by The American College, the nation’s leading educational institution serving the insurance and financial services industries. John is currently enrolled in The American College’s new Chartered Healthcare Consultant™ (ChHC™) program, and he is a Registered Representative and Financial Advisor offering securities through fsic. He is a frequent guest speaker at business trade group and professional association meetings. For more information about John’s employee benefit consulting practice visit http://www.benico.com.

About David Schlossberg: David Schlossberg, a resident of Algonquin, Illinois, is the founder and president of Assured Concepts Group, Ltd., a financial planning firm based in East Dundee, Illinois. He holds the RFC® (Registered Financial Consultant) designation, conferred by the International Association of Registered Financial Consultants (IARFC). This designation is awarded to financial advisors who meet high standards of education, experience and integrity. David is also a Certified Estate Planner, a Certified Estate Planning Professional, and a Registered Representative and Financial Advisor offering securities through fsic. He lectures on a regular basis on financial matters at colleges and universities, and he has been a featured guest speaker at business trade group and professional association meetings. For more information about David’s financial planning practice visit http://www.assuredgroup.com.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

John Garven
BenAssured, Ltd.
(847) 669-4800 ext. 202
Email >

David Schlossberg
BenAssured, Ltd.
(847) 426-1077 ext. 100
Email >
Visit website