RETIREMENT PLAN
EVENTS & SEMINARS
Events
Make time to supplement your online education with our in-person events and seminars. Below is what we have coming up. Note that attendees get their RPU certification fee waived.
UNABLE TO JOIN US IN PERSON?
Register for one of our quarterly virtual summits
Speakers
Jamie Ann Hayes, QPFC, C(K)P®, AIF®
Senior Vice President
Tom Heuer
Vice President, Retirement
Kameron Jones
Senior Vice President, Wealth & Retirement
Allison Kaylor-Flink, CPFA
Senior Vice President
Tony Greene
President, Executive Benefits
Joel Shapiro, J.D., LL.M.
President, Retirement
Paula Hendrickson, CFP® , C(k)P®
Senior Vice President, Advisory Services
Julie Graham
Senior Vice President, Consulting & Employee Development
John Livingston, CIMA®, CFP®
Vice President, Advisory Services Retirement
Brad Larsen, AIF®
Managing Director, Southeast Region Retirement
Justin Goldstein, AIF®
Senior Vice President, Advisory Services, Retirement
Marcel J. Dupré, J.D., M.B.A.
Senior Plan Consultant Retirement
John Richards, CFA
Senior Vice President, Retirement
Andrew Prevost
Senior Vice President, Retirement
Tony Cardinal
Managing Director, Retirement
Mason Howard, CFA
Senior Vice President, Retirement
Deana Calvelli, CEBS, CPFA®, AIF®
Vice President, Retirement
Keith Sproles, MBA, CFS
Senior Vice President, Retirement
Eric Loyd, CFP®, CPFA®
Vice President, Retirement
Mike Filachek
Senior Advisor, Retirement
Lily Matias
Vice President, Retirement
Sandy Wiggins, CFP®, AIF®
Managing Director, Wealth
Ryan Zelaski, CRPS®
Senior Plan Advisor, Retirement
Dan Taylor, CPFA
Vice President, Benefits
Contact Us
If you have any questions or comments, feel free to contact us at any time using the form below.