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.

This half day event will be held on:

Thursday, April 30, 2026

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

(Breakfast and lunch will be provided)

Register Now!

Workshop Agenda

Employee Stock Ownership Plans (ESOP)

Jacob Helwick & Scott Deal, Adamy Valuation

Reducing the Burden of Managing a 401(k) Plan

Nicole Farrell, WWK Investments

Taking Plan Design to New Heights

Ricky Atamian, Retirement Learning Center



Ask the Attorney

Charles Russman, Varnum Attorneys at Law



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

Ricky Atamian, Retirement Learning Center, Charles Russman and Varnum are not affiliated with or endorsed by LPL Financial.

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.