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Fiduciary Workshop

Best Practices
 

Join us at this year's Fiduciary Workshop, where industry speakers will share their knowledge on relevant topics impacting fiduciaries in the retirement world.



Lions Game Exclusive! Your chance to win

TWO prime 50-yard line seats!


This half day event will be held on:


Thursday, May 1st, 2025

8:00 a.m. - 12:00 p.m.

(Breakfast and lunch will be provided)


Register Now!

This years presenters and their respective topics


Ryan Welch CPFA®, NQPC™

Financial Advisor


Ryan specializes in retirement planning for individuals and businesses, college planning for families, market analytics, and participant education. He will be discussing the niche landscape of nonqualified deferred compensation plans. He will address the differences between nonqualified plans and employer-provided retirement plans, highlighting the potential benefits to key employees. 


Sue Walton

Senior Retirement Strategist


Sue is a Senior Retirement Strategist at Capital Group, home of American Funds. With 26 years of industry experience, including eight years at Capital Group, she brings a wealth of knowledge to the table. Sue specializes in navigating the complexities of ERISA and provides guidance to help you better understand your fiduciary responsibilities to retirement plan participants.

Jennifer Kiffmeyer

Chief Operating Officer


Ms. Kiffmeyer is the co-author and editor of Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, a publication from the Retirement Learning Center that has earned multiple APEX Awards for publication excellence. She will provide insights into the implications of the Long-Term Part-Time Employee Rules


Charles M Russman

Attorney

 

Ever had a legal question but hesitated to ask an attorney?

Now's your chance!


Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.


All entities mentioned are not affiliated with LPL Financial or WWK Investments.


This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking advice services must be obtained on your own, separate from this educational presentation. Neither WWK Investments nor LPL Financial offer tax or legal advice.
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