You are cordially invited to attend the 2018 SE Michigan Fiduciary Summit
Hosted Locally by:
- Kelley Snook, AIF, President – SHA Retirement Group (locally based in Auburn Hills, MI)
- David Anderson, AIF, Partner – SHA Retirement Group
- Julie Killian, Director of Assurance – Clayton & McKervey
- Robert Vogelei, Partner – Cambridge Consulting Group
- Daniel Darby- MassMutual
- Paul Shakrohki- American Century
Topics of Discussion:
- What Every Fiduciary Needs to Know
- Committee Structure and Best Practices
- 2018 Plan Audit – What to Know in 2018
- Start Your Engines – What Your Participants Really Think
- Cost Saving Measures for Your H&W Plan
- Qualified Plan Design Trends and Target Date Funds 2.0
- Can We Afford to Make Design Upgrades? Can We Afford Not To?
Who Should Attend?
- Finance, Benefit and Human Resource Executives
- Business Owners and Fiduciaries
- Plan Sponsors with 401(k), 403(b), 457, or DB Pension Plans
- 3 Hours of CPE/CPA Credit & CEBS Credit Eligible
- 3 Hours of HRCI/SPHR/PHR/GPHR General Credit
- 3 Hours of SHRM Professional Development Credits (PDC’s)
Cost: $150 registration Fee*
* Fee waived with code “AHCC”
* Fee waived with code “AHCC”
Register Today At:
http://xgrowthsolutions.com/events/2018-southeast-michigan-fiduciary-summit/
Attendance Policy
The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available with the use of the special code and on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports.
*CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.
Date and Time
Wednesday May 9, 2018
8:00 AM - 12:30 PM EDT
Wednesday, May 9th, 2018
8:00am - 12:30pm (Breakfast Included)
Location
Walsh College
3838 Livernois Road
Troy MI 48083
Fees/Admission
Cost: $150 registration Fee*
* Fee waived with code “AHCC”