We hope you will join us for our Fall Education meeting.  We have two great speakers lined up to deliver presentations that are both timely and informative.


Ruben Gonzalez
Retirement Director, Defined Contribution and Wealth Advisor Services, Janus Henderson Investors

Noon-1:00 p.m.
"Recent Case Studies in Fiduciary Failures"

Join us as we take a close look at recent court decisions against plans and their providers for breach of fiduciary duty.  The presentation offers several lessons highlighting the importance of having proper processes documented for fiduciary risk management and following the plan's investment Policy Statement.

Key takeaways from this program include:

  •     An overview of recent class-action lawsuits
  •     What we learned from each lawsuit
  •     An action plan for plan sponsors

Eligible attendees may obtain SHRM, HRCI, CEBS, CPA, C(k)P, AIF, CFP®, CIMA, CPFA, ARPC/ARPS, CPWA®, CRPCSM, CRPSSM, CRC® one  hour of CE credit for attending this session.


John Kilroy, CPA, CFP®
Managing Member, iValue Financial Planning LLC

1:15-2:15 p.m.
Income Tax Planning in the Age of?

Uncertainty abounds as we await changes to our federal income tax system. We will explore income tax planning concepts of value today and...maybe tomorrow!

One hour of CFP® CE Credit for this session pending approval at this time.

There is no charge for members to attend the program, but we ask that you pre-register.  Once registered, you will be sent the login information to join the meeting the day before the program.