Sorry, you need to enable JavaScript to visit this website.

Skip to Page Content

Event Details

    2014 Alabama Fiduciary Summit

    Date: October 23, 2014, 11:30am – 3:00pm
    The Club
    1 Robert S Smith Drive
    Birmingham, AL 35209
    Enter the code "NASHRM14" into the comments box when registering to receive the waived fee
    iCal link
    Add to Calendar
    My group is hosting the 2014 Alabama Fiduciary Summit in Birmingham, Alabama.  The event is a top educational and networking event and part of our 2014 Retirement Plan Road Show Series that we host across the nation. Our events feature elite speakers ranging from the Department of Labor, industry consultants, auditors, and plan sponsor executive panels. The 2014 Alabama Fiduciary Summit is certified for 3 hours of HRCI/SPHR/PHR/GPHR credit.  Event Flyer
    Event Info:
    Date: October 23rd, 2014
    Time: 11:30am to 3:00pm (Breakfast Served)
    Location: The Club
                      1 Robert S Smith Dr, Birmingham, AL 35209
    Keynote Speakers:
    1. Renn Williams & Andrew Blankenship - J. Smith Lanier & Co. Retirement Services Group
    2. Joe Lassiter – Partner – Pearce, Bevill, Leesburg, Moore, P.C.
    3. Angela Coker - Audit Partner – Sellers, Richardson, Holman & West LLC
    4. Bob Ellerbrock - Employee Benefits/ERISA Attorney at Balch & Bingham LLP
    5. John Choate - Former US Navy Seal
    Topics of Discussion:
    • What Every Fiduciary Should Know for 2014 & 2015
    • Target Date Fund Panel (Featuring Senior Portfolio Managers from: American Century, T. Rowe Price, and Putnam)
    • Local Expert Professional Panel
    • Plan Sponsor Panel - Insights From Your Peers
    • Evaluating the Reasonableness of Plan Fees
    Attached is our mailer invitation for this event and a previous posting of the SHRM group we have worked with in Atlanta. Below is the registration link.  Enter the code "NASHRM14" into the comments box when registering to receive the waived fee.
    We have worked with other SHRM Chapters all over the country; locations include San Diego, Atlanta, Iowa, Virginia, Kansas City, Arizona, Chicago, St. Louis, and Los Angeles. (see below for some of the SHRM content for our events)
    Here is a link to our Retirement Plan Roadshow conference testimonials.
    **We would be delighted to extend an invitation to the Alabama SHRM and waive the $150 Registration Fee for your members to join us.