There is no cost to attend this CE event for CPA and SHRM professionals.
This seminar educates plan sponsors on the fiduciary environment created by the now-defunct Department of Labor (DOL) fiduciary rule, highlights the different business models that have emerged, and provides ways to identify conflicts of interest.
■ What is a fiduciary?
■ Who is a fiduciary?
■ Different types of business models
■ How to identify conflicts of interest
■ Questions to ask your provider
■ Prudent practices and processes
Hosted by: Chris Janota, Founder/President and Financial Advisor, Envoy Wealth Management
With Special Guests:
Sarah Baltazar, Retirement Plan Specialist at Latitude Retirement
Eric Magyar, Senior Retirement Director at Janus Henderson U.S.
This event qualifies for 1 hour of CPA and 1 hour of SHRM continuing education credit.
A light breakfast will be provided.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Envoy Wealth Management LLC are not affiliated.
Date and Time
Mon, Nov 14, 2022
8:30a - 10:00a CST
Purdue Technology Center
The event will be held in the main conference room. Someone will be in the lobby to direct you to the right spot!