Oct
4
Wed
The Plan Sponsor University – Chicago @ University of Chicago, Booth School of Business: Gleacher Center
Oct 4 @ 8:30 am – 2:30 pm

The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries.

TPSU offers employers who are charged with the responsibility of company retirement plan oversight the opportunity to increase their knowledgebase in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes. Those who participate and successfully complete the program are awarded the plan sponsor enrollee certification of C(k)PF Certified 401(k) Plan Fiduciary.

 

Oct
10
Tue
Next Gen Retirement Symposium – Chicago @ University of Chicago, Booth School of Business: Gleacher Center
Oct 10 @ 9:30 am – 5:00 pm

Please join Sheridan Road Financial as we host our Next Gen Retirement Symposium. Human resources, benefits and leadership teams from across the region are invited to join us for a day of exploration, education and networking.

We’ll aim to equip every attendee with information and ideas to expand and enhance your organization’s retirement plan – or your own financial plan – in 2018 and beyond.

The day will include presentations on top trends in retirement plans, financial plans and other employee benefits. Speakers and contributors will focus on cutting-edge ideas through TED Talk-like presentations, open discussions and expert panels.

Our high-level agenda includes a look at: boosting financial confidence; understanding human capital management; avoiding compliance and regulatory pitfalls; exploring innovative plan design ideas; and uncovering next-gen investment solutions.

Join us as we come together to identify the best strategies to help Americans retire with their dignity and dreams in place.

October 10, 2017
9:30 a.m. to 5:00 p.m. (Onsite registration begins at 8:30 a.m.)
Lunch will be served; end-of-day reception to follow.

The University of Chicago, Booth School of Business: Gleacher Center
450 North Cityfront Plaza Drive
Chicago, IL 60611

Whether you’re one of our clients or new to Sheridan Road, this symposium will be a great chance to get to know The Road Crew.

 

Oct
12
Thu
Next Gen Retirement Symposium – Denver @ Janus Henderson Investors
Oct 12 @ 2:00 pm – 5:00 pm

Please join Sheridan Road Financial as we host our annual Denver Next Gen Retirement Symposium. Human resources, benefits and leadership teams from across the region are invited to join us for a day of exploration, education and networking.

As with all of our fourth-quarter symposiums, we’ll aim to equip every attendee with information and ideas to expand and enhance your organization’s retirement plan – or your own financial plan – in 2018 and beyond.

The agenda will include presentations on innovative trends in financial wellness, retirement planning and other critical benefits. Contributors will focus on cutting-edge ideas through presentations and panel discussions.

Join us as we come together to identify comprehensive strategies to help employees overcome their financial anxiety and retire with their dignity and dreams in place.

October 12, 2017
2:00 p.m. to 5:00 p.m. (End-of-day reception to follow)

Janus Henderson Investors
151 Detroit Street
Denver, CO 80206

Whether you’re one of our clients or new to Sheridan Road, this symposium will be a great chance to get to know The Road Crew. We look forward to seeing you in Denver!

Nov
8
Wed
Next Gen Retirement Symposium – Nashville @ Bass, Berry & Sims
Nov 8 @ 2:00 pm – 5:00 pm

Please join Sheridan Road Financial as we host our annual Nashville Next Gen Retirement Symposium. Human resources, benefits and leadership teams from across the region are invited to join us for a day of exploration, education and networking.

As with all of our fourth-quarter symposiums, we’ll aim to equip every attendee with information and ideas to expand and enhance your organization’s retirement plan – or your own financial plan – in 2018 and beyond.

The agenda will include presentations on innovative trends in financial wellness, retirement planning and other critical benefits. Contributors will focus on cutting-edge ideas through presentations and panel discussions.

Join us as we come together to identify comprehensive strategies to help employees overcome their financial anxiety and retire with their dignity and dreams in place.

November 8, 2017
2:00 p.m. to 5:00 p.m.

Our host: Bass, Berry & Sims
150 Third Avenue South, Suite 2800
Nashville, TN 37201


Then join us for a CMA Award Viewing Party!  (Festivities begin at 6:00 p.m.)

The Standard at The Smith House
167 Rosa L Parks Blvd
Nashville, TN 37203


Whether you’re one of our clients or new to Sheridan Road, this symposium will be a great chance to get to know The Road Crew. We look forward to seeing you in Nashville!

Nov
14
Tue
The Plan Sponsor University – Denver @ University of Denver
Nov 14 @ 8:00 am – 2:00 pm

The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries.

TPSU offers employers who are charged with the responsibility of company retirement plan oversight the opportunity to increase their knowledgebase in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes. Those who participate and successfully complete the program are awarded the plan sponsor enrollee certification of C(k)PF Certified 401(k) Plan Fiduciary.