Upcoming Events

The Plan Sponsor University

8:30am-2:30pm

2019 dates and locations coming soon!

-

The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries.

TPSU offers employers who are charged with the responsibility of company retirement plan oversight the opportunity to increase their knowledge base in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes.

Each enrollee is required to attend a half-day certification training event conducted at a participating local college or university. Those who participate and successfully complete the program are awarded the plan sponsor enrollee certification of C(k)PF Certified 401(k) Plan Fiduciary.

Upcoming Industry Events

WFG Speakers Bureau

Washington Financial Group’s Speakers Bureau is a central component of our commitment to provide continuous training and education programs to organizations and their employees, and individuals. WFG’s long list of educational programs provide relevant information on timely topics covering retirement planning, wealth management and financial planning. WFG can also develop customized educational programs to meet the specific needs of organizations and their team members. Countless organizations and individuals have not only attended WFG programs but have greatly benefited from the educational experience provided.

WFG speaking topics have a no-sales-pitch approach and can be presented in a variety of different interactive and engaging educational formats including lunch and learns, presentations, panels, workshops, conferences, seminars and webinars.

For more information about the Speakers Bureau or to schedule an educational program for your organization, please contact us.