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14 Nov
Prudent Practices: A Common-Sense Approach for Plan Sponsors -- 1 HOUR OF CPA/SHRM CE CREDIT

Description

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.

Topics include:
■ 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
and
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

Location

Purdue Technology Center

9800 Connecticut Dr.
Crown Point , IN 46307

Note

The event will be held in the main conference room. Someone will be in the lobby to direct you to the right spot!

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