Join Partner, Lisa Carrasco, who will be one of the guest speakers at the upcoming

2019 Jacksonville Fiduciary Summit

August 20, 2019

11:00am-3:00pm

Seminar & Luncheon

UNF – Adam W. Herbert University Center – Room 1027

12000 Alumni Drive

Jacksonville, Florida 32224

Click here to register (*Special Waived Fee Using code: SGR19)

Topics of Discussion include:

• What Every Fiduciary Needs to Know for 2019
• Through the Eyes of a Former Senior DOL Investigator
• How to Evaluate the Reasonableness of Plan Fees
• How to Maximize Participant Outcomes & Successful Plan Design
• Recent Lawsuits & Legal Update
• Plan Benchmarking & RFP Best Practices
• Health, Wealth, and the Future of Retirement
• Ask the Experts – Local & National Professional Panel

Who Should Attend?

• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries

The intended audience for each summit is exclusively for retirement plan sponsors.