Nashville, TN (PRWEB) July 24, 2014
The 2014 Tennessee Fiduciary Summit is a workshop that brings together both local and national expertise to interact with employers made up of CFOs, HR Directors, and Business Owners. Speakers will provide insights to help employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact participants.
Jon Freye, Managing Director at Xponential Growth Solutions emphasizes, "We believe well-informed people make well-informed decisions and well-informed decisions lead to excellent results. Employers, plan sponsors and employees deserve excellent results!”
James Lyday - Financial Advisor at Wells Fargo Advisors, and James Aid - Vice President, Investment Officer at Wells Fargo Advisors will be leading the discussion on fiduciary topics impacting local plan sponsors. Guest speakers include:
-Mark Blackburn, Accounting & Assurance Partner – Lattimore Black Morgan and Cain P.C.
-Jennifer S. Kiesewetter, Partner – Butler Snow LLP
-Dave Donaldson - Former Senior DOL Investigator, President & CEO – ERISA Smart
-Chris Hartnett, Senior Vice President - Human Capital - Willis
-Chris Crevasse, Member - Miller & Martin Law
Topics of discussion include:
1) What Every Fiduciary Needs to Know for 2014 & 2015
2) Target Date Fund Panel
Presented by PIMCO, Allianz, Manning & Napier
3)Preferred Investment Strategy Discussion
American Century, Prudential, Legg Mason,
3) Local Industry Professional Fireside Chat
4) Case Studies & Success Stories - Local Plan Sponsor Peers
The 2014 Tennessee Fiduciary Summit is the eleventh stop of the Retirement Plan Roadshow and will be held at Vanderbilt University on July 30th, 2014 from 11:00 AM to 2:30 PM (Lunch will be served). The 2014 Tennessee Fiduciary Summit is approved for 3 CPE/CPA credits and 3 HRCI general credits. Seating is limited and local plan sponsors will receive priority registration. Additional details and registration information can be found using the link below.
About Wells Fargo Advisors, LLC
A National Investment Firm With a Heritage of Client Service and
Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America’s most respected regional firms, which came together through mergers over many years, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional service based on trust and knowledge and a determination to put client needs above all else.
Our advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially.
An active and engaged corporate citizen, Wells Fargo Advisors strives always to make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.
A Non-Bank Affiliate of Wells Fargo & Company
Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest, strongest, and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014. Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
© 2009-2014 Wells Fargo Advisors, LLC. All rights reserved.
Investment and Insurance Products:
NOT FDIC-InsuredNO Bank GuaranteeMAY Lose value
Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. Envision® is a registered service mark of Wells Fargo & Company and used under license.
Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
About Xponential Growth Solutions
Xponential Growth Solutions (XGS) has helped thousands of retirement plan sponsors/employers reduce fiduciary risk, identify plan upgrades, and make better decisions that positively impact millions of participants.
We are independent of investment professionals, third party administrators, fund companies, and recordkeepers. With our expertise in regulations and industry best practices, XGS is able to provide unbiased education, recommendations, and referrals. Our transparent information and solutions equip employers with the tools and confidence to maximize the value of the plan for both the employee and employer.