2019 Southeast Michigan Fiduciary Summit hosted by SHA Retirement Group
Hosted locally by:
Kelley Snook, AIF, President - SHA Retirement Group
David Anderson, AIF, President - SHA Retirement Group
Local Guest Speakers:
Steve Sapra, EVP, Client Solutions & Analytics - PIMCO
Diane Gallagher, VP - American Century Investments
Pablo Martinez, Head of Cyber Operations - Fidelity Investments
Go To: https://www.xgrowthsolutions.com/events/2019-southeast-michigan-fiduciary-summit
Topics of Discussion:
- What you need to know as a Fiduciary for 2019
- How to maximize participant outcomes & successful plan design
- Financial Wellness Programs - Do they work? Can we measure?
- Cyber Security Today - What you need to know
Securities offered through Triad Advisors, LLC (member FINRA/SIPC). Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser. SHA Retirement and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC
Date and Time
Wednesday May 8, 2019
8:00 AM - 12:30 PM EDT
Thursday May 8, 2019
8:00 AM - 12:30 PM
(Breakfast included)
Fees/Admission
Cost: Waived $150 Fee - Use Code RPRS 19
CE Credit Hours: 3 CPE/CPA, 3 HRCI/SPHR, 3 CEBS Eligible
For additional details and to RSVP contact:
Hannah Fechter
Phone: 619.758.3346
Email: hfechter@xgrowthsolutions.com
Visit: xgrowthsolutions.com/events
