Spring Fiduciary Summit – Optimizing Benefits and Limiting Fiduciary Risks
Join us for an interactive discussion that addresses today’s hot topics and provides 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:
- An overview of Fiduciary responsibilities, common pitfalls, and how to reduce Fiduciary and investment risk
- Benefits optimization: Helping executives and participants maximize their tax-favored benefits from HSA maximization, to health plan selection and retirement contributions, and beyond with college savings and student debt management
DATE and TIME: May 1, 2019 from 8:00 AM – 10:00 AM
LOCATION: Wealth Advisory Group, 1055 Westlakes Drive, Suite 130, Berwyn, PA 19312
