Best Practices

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:

Wednesday, May 1

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

(Breakfast and lunch will be provided)

This years presenters and their respective topics

Ronald S. Bezis

Ron Bezis is a Director with the Defined Contribution Investment Only group at John Hancock Investment Management. He will help us understand Medicare basics, coverage and costs; describe Medicare Part D, and the differences between Original Medicare and Medicare Advantage, among other topics.

Trish McGinity

Head of Cybersecurity Communications at Empower, Trhish will give us an overview of how Cybersecurity threats and AI are evolving at a relentless pace, and it’s critical for each of us to take a more proactive role in protecting our data, identities, and assets. Join us to educate yourself about the latest developments in deepfake technology, new scams and the methods used to detect them. Organizations also need to adapt quickly to protect themselves and their employees.

Jason Welch

Vice-President of WWK Investments, Jason's presentation will focus on 2024 provisions of the SECURE Act, he will provide attendees with specific details an thorough understanding of the legislative provisions related to retirement planning and savings.

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.

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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