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BEGIN:VEVENT
DTSTART:20180509T120000Z
DTEND:20180509T163000Z
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SUMMARY:You are cordially invited to attend the 2018 SE Michigan Fiduciary Summit
DESCRIPTION:Hosted Locally by:\n\n	Kelley Snook\, AIF\, President   SHA Retirement Group (locally based in Auburn Hills\, MI)\n	David Anderson\, AIF\, Partner   SHA Retirement Group\n\nGuest Speakers:\n\n\n	Julie Killian\, Director of Assurance   Clayton & McKervey\n	Robert Vogelei\, Partner   Cambridge Consulting Group\n	Daniel Darby- MassMutual\n	Paul Shakrohki- American Century\n\n\n \n\n \n\nTopics of Discussion:\n\n\n	What Every Fiduciary Needs to Know \n	Committee Structure and Best Practices\n	2018 Plan Audit   What to Know in 2018\n	Start Your Engines   What Your Participants Really Think\n	Cost Saving Measures for Your H&W Plan\n	Qualified Plan Design Trends and Target Date Funds 2.0\n	Can We Afford to Make Design Upgrades? Can We Afford Not To?\n\n \n\nWho Should Attend?\n\n\n	Finance\, Benefit and Human Resource Executives\n	Business Owners and Fiduciaries\n	Plan Sponsors with 401(k)\, 403(b)\, 457\, or DB Pension Plans\n\nContinuing Education Credits:\n\n\n	3 Hours of CPE/CPA Credit & CEBS Credit Eligible\n	3 Hours of HRCI/SPHR/PHR/GPHR General Credit\n	3 Hours of SHRM Professional Development Credits (PDC's)\n\n\n \n\n \n \n\nCost: $150 registration Fee*\n\n* Fee waived with code "AHCC"\n\n\n \n\nRegister Today At:\n\nhttp://xgrowthsolutions.com/events/2018-southeast-michigan-fiduciary-summit/\n\n \n\nAttendance Policy\n\nThe 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.\n\n*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.
X-ALT-DESC;FMTTYPE=text/html:<div><strong>Hosted Locally by:</strong>\n<ul>\n	<li style="text-align:left">Kelley Snook\, AIF\, President &ndash\; <strong>SHA Retirement Group</strong> (locally based in Auburn Hills\, MI)</li>\n	<li style="text-align:left">David Anderson\, AIF\, Partner &ndash\; <strong>SHA Retirement Group</strong></li>\n</ul>\n<strong>Guest Speakers:</strong>\n\n<ul>\n	<li style="text-align:left">Julie Killian\, Director of Assurance &ndash\; <strong>Clayton &amp\; McKervey</strong></li>\n	<li style="text-align:left">Robert Vogelei\, Partner &ndash\; <strong>Cambridge Consulting Group</strong></li>\n	<li style="text-align:left">Daniel Darby- MassMutual</li>\n	<li style="text-align:left">Paul Shakrohki- American Century</li>\n</ul>\n</div>\n&nbsp\;\n\n<div>&nbsp\;<br />\n<strong>Topics of Discussion:</strong>\n\n<ul>\n	<li style="text-align:left">What Every Fiduciary Needs to Know&nbsp\;</li>\n	<li style="text-align:left">Committee Structure and Best Practices</li>\n	<li style="text-align:left">2018 Plan Audit &ndash\; What to Know in 2018</li>\n	<li style="text-align:left">Start Your Engines &ndash\; What Your Participants Really Think</li>\n	<li style="text-align:left">Cost Saving Measures for Your H&amp\;W Plan</li>\n	<li style="text-align:left">Qualified Plan Design Trends and Target Date Funds 2.0</li>\n	<li style="text-align:left">Can We Afford to Make Design Upgrades? Can We Afford Not To?</li>\n</ul>\n&nbsp\;<br />\n<strong>Who Should Attend?</strong>\n\n<ul>\n	<li style="text-align:left">Finance\, Benefit and Human Resource Executives</li>\n	<li style="text-align:left">Business Owners and Fiduciaries</li>\n	<li style="text-align:left">Plan Sponsors with 401(k)\, 403(b)\, 457\, or DB Pension Plans</li>\n</ul>\n<strong>Continuing Education Credits:</strong>\n\n<ul>\n	<li style="text-align:left">3 Hours of CPE/CPA Credit &amp\; CEBS Credit Eligible</li>\n	<li style="text-align:left">3 Hours of HRCI/SPHR/PHR/GPHR General Credit</li>\n	<li style="text-align:left">3 Hours of SHRM Professional Development Credits (PDC&rsquo\;s)</li>\n</ul>\n</div>\n&nbsp\;\n\n<div>&nbsp\;</div>\n&nbsp\;\n\n<div><strong>Cost: $150 registration Fee*</strong><br />\n* Fee <strong><u>waived</u></strong> with code &ldquo\;AHCC&rdquo\;</div>\n<br />\n&nbsp\;<br />\n<strong><em><span style="font-family:helvetica\,sans-serif">Register Today At:</span></em></strong><br />\n<a href="http://xgrowthsolutions.com/events/2018-southeast-michigan-fiduciary-summit/">http://xgrowthsolutions.com/events/2018-southeast-michigan-fiduciary-summit/</a><br />\n&nbsp\;<br />\n<a href="http://xgrowthsolutions.com/retirement-events/2015/11/2015-wisconsin-fiduciary-summit/#collapse312"><em><span style="color:#5B8F3F"><span style="font-family:helvetica\,sans-serif"><span style="font-size:7.0pt">Attendance Policy</span></span></span></em></a><br />\n<em><span style="color:#262626"><span style="font-family:helvetica\,sans-serif"><span style="font-size:7.0pt">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.</span></span></span></em><br />\n<em><span style="color:#262626"><span style="font-family:helvetica\,sans-serif"><span style="font-size:6.0pt">*<strong>CPE</strong>: 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\; <strong>HRCI</strong>: 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&rsquo\;s criteria to be pre-approved for recertification credit\; <strong>SHRM PDCs</strong>: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. </span></span></span></em>
LOCATION:Walsh College 3838 Livernois Road Troy MI 48083
UID:e.1571.6032
SEQUENCE:3
DTSTAMP:20260502T122910Z
URL:https://business.auburnhillschamber.com/events/details/2018-se-michigan-fiduciary-summit-6032
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