WAG / CBA Announces Fall Fiduciary Summit

Wealth Advisory Group and Corporate Benefits Alliance are excited to announce the Fall Fiduciary Summit.  We have partnered with Vanguard and will be holding the event on their campus and will feature Vanguard’s How America Saves™ Analysis

Our interactive discussion will address hot topics in the benefits world providing insight and practical advice about how to optimize benefits, and limit liability in today’s environment.  The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan and benefit plan best practices.

Topics of Discussion: 

  • Vanguard’s How America Saves™ is based on an analysis of their 1,900 plans with more than 4.5 million participants and a total of $459 billion in assets.
  • Vanguard’s Institutional Advisor’s Alpha™ quantifies the value of a consultant
  • Fiduciary responsibilities, common pitfalls, and how to reduce Fiduciary and investment risk
  • Economic and Market outlook

Date and Time:     Thursday, November 14th from 8:00 AM – 10:30 AM

Location:     Vanguard Headquarters, 1100 Brennan Boulevard, Malvern, PA 19355

Click Here to Register

If you have any questions please contact us at service@wagadvisors.com or Call 610-225-1000

The Team at WAG / CBA

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