We look forward to engaging plan sponsors who have such a major impact on the retirement of local participants
Pomona, CA (PRWEB) April 30, 2015
The 2015 Inland Empire Fiduciary Summit is the seventh stop featured on the 2015 Retirement Plan Roadshow, a national series dedicated to retirement plan sponsors, trustees, and fiduciaries. Summit hosts, Brandt Kuhn, CFP® and Michele T. Sarna, AWMA® - Senior Vice Presidents and Financial Advisors at Integrated Wealth Management - will will lead local 401(k) and 403(b) plan sponsors at the educational and fiduciary training workshop.
Guest speakers include: Dave Donaldson, Former Senior Department of Labor Investigator and President of ERISA Smart along with author, comedian, and finance expert, Peter Dunn a.k.a. "Pete the Planner", and more.
Topics of discussion include:
- What Every Fiduciary Needs to Know for 2015
- Financial Wellness
- Through the Eyes of the DOL
- Ask the Expert – Local Professional Panel
- RFP Best Practices
- Evaluating Reasonableness of Plan Fees
- And More TBA
"We look forward to engaging plan sponsors who have such a major impact on the retirement of local participants," said Kuhn and Sarna, "The event is going to be informative and full of diverse perspective."
The 2015 Inland Empire Fiduciary Summit will be held at Cal Poly Pomona on June 2, 2015 from 11:00 am - 3:00pm and is approved for three hours of CPE/CPA credit and 3 hours of HRCI/SPHR/PHR/GPHR general credits. Register by visiting the event page:
$150 registration fee waived for first 15 qualified plan sponsor registrants. For more information or to RSVP contact Jon Freye: jfreye(at)xgrowthsolutions(dot)com or (619) 795-3920.
About Integrated Wealth Management:
Integrated Wealth Management is an independent wealth management firm representing hundreds of individuals, businesses, and nonprofits. Integrated Wealth Management focuses on helping its clients attain their current and future financial goals by providing a high level of personalized service and financial advice, and adapting quickly to changing client circumstances, market conditions or tax laws. The full-service firm, founded in 1995, has offices in Palm Springs, CA; Palm Desert, CA; Newport Beach, CA; Boise, ID; and Anchorage, AK and provides: Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning and more. For more information: http://www.IWMgmt.com or 866-888-6563 x. 113 or http://www.facebook.com/IWMgmt.
About Xponential Growth Solutions
Xponential Growth Solutions (XGS) unites 401(k), 403(b) and retirement plan sponsors with elite resources and exclusive connections. Through research, fiduciary summits, and industry expertise they help the nation’s retirement plan sponsors, fiduciaries, and trustees evaluate their plan and navigate the retirement plan industry. Working to help America reach their retirement goals one retirement plan at a time, XGS also founded the Retirement Plan Roadshow - a national series of fiduciary educational summits dedicated to human resources, finance and business professionals in charge of America's 401(k), 403(b), and retirement plans.