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May 2017

DiMeo Schneider’s Fiduciary Institute

May 4 @ 8:00 am - 10:00 am
Madison Room – 3rd Floor Conference Center, 500 W. Madison Street (Ogilvie Train Station)
Chicago, 60661
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Join DiMeo Schneider & Associates, L.L.C. for an informative and interactive Retirement and Benefits Workshop with guest speakers from Empower Retirement, Honigman Miller Schwartz and Cohn LLP, Student Loan Genius and Prudential Retirement. Attend this workshop to: Gain insights on what’s driving the regulatory agencies and the legislative agenda in Washington D.C. Improve understanding of fiduciary responsibilities and best practices Learn about student loan repayment benefits programs and how this benefit may be your next recruiting tool For more information…

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Pensions & Investments: 401(k)/403(b) Investment Lineup

May 9 @ 7:30 am - 7:00 pm
MERCHANTS EXCHANGE CLUB, 465 California Street
San Francisco, 94104 United States
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Principal & Director of Communication and Education, Jim Modelski, CFS, will speak on The Pros and Cons of Re-Enrollment at the Pensions & Investments’ 401(k)/403(b) Investment Lineup conference in San Francisco on May 9th.

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Pensions & Investments: 401(k)/403(b) Investment Lineup – Dallas

May 11 @ 7:30 am - 7:00 pm
SHERATON DALLAS HOTEL, 400 Olive Street
Dallas, 75201 United States
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Regional Director & Senior Consultant, Jeff Barrow, CIMA® will speak on The Ongoing Challenge to Establish a Truly Effective Fund Option Lineup at the Pensions & Investments’ 401(k)/403(b) Investment Lineup conference in Dallas on May 11th.

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Pensions & Investments: 401(k)/403(b) Investment Lineup – Chicago

May 16 @ 7:30 am - 7:00 pm
Gleacher Center, 450 N Cityfront Plaza Dr.
Chicago, IL 60611 United States
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Principal & Senior Consultant, Jim Jensen, CIMA®, will speak on The Ongoing Challenge to Establish a Truly Effective Fund Option Lineup at the Pensions & Investments' 401(k)/403(b) Investment Lineup conference in Chicago on May 16th.

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Pensions & Investments: 401(k)/403(b) Investment Lineup – New York

May 18 @ 7:30 am - 7:00 pm
Westin Time Square, 270 W 43rd St
New York, 10036 United States
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Principal & Director of Communication and Education, Jim Modelski, CFS, will speak on The Ongoing Challenge to Establish a Truly Effective Fund Option Lineup at the Pensions & Investments’ 401(k)/403(b) Investment Lineup conference in New York on May 18th.

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June 2017

Wisconsin CUPA State Conference

June 1 @ 10:00 am - 1:00 pm
Cardinal Stritch University, 6801 N. Yates Rd
Milwaukee, WI 53217 United States
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Principal and Director of Communication & Education, Jim Modelski, will speak on Financial Wellness at the Wisconsin CUPA State Conference on June 1.

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Pensions & Investments: ESG Investing Breakfast Briefing

June 8 @ 7:30 am - 12:00 pm
Standard Club, 320 S Plymouth Ct.
Chicago, IL 60604 United States
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Principal, Director of Research Analytics, Matt Porter, CIMA® will speak at the Pensions & Investments’ ESG Investing Breakfast Briefing in Chicago.

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2017 NCS Compliance Conference

June 23 @ 1:00 pm - 2:00 pm
Eau Palm Beach Rsort & Spa, 100 South Ocean Boulevard
Manalapan, FL 33462 United States
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Senior Consultant, The Wealth Office™, Joe Cortese will speak on Private Equity and Alternative Investments: Advancing Your Strategy (RIA) at the 2017 NCS Compliance Conference in Florida on June 23rd, 2017.

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Markets Group Great Plains Annual Institutional Investor Forum

June 27 @ 10:30 am - 12:00 pm
Hyatt Regency, 1300 Nicollet Mall
Minneapolis, MN United States
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Principal and Senior Consultant, Brian Carlson, CFA, will speak on the panel Real Estate: Finding Opportunities in a Competitive Core Market at the Markets Group Great Plains Annual Institutional Investor Forum in June.

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September 2017

2017 36th Annual ISCEBS Employee Benefits Symposium

September 20 @ 9:30 am - 10:30 am
Hyatt Regency Denver, 650 15th St
Denver, 80202 United States
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Principal & Director of Communication and Education, Jim Modelski, CFS, will speak in the session Fine Tune Your Plan Through the RFI/RFP Process at the 36th Annual ISCEBS Employee Benefits Symposium in Denver in September.

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