One hour of continuing education credit is provided to all attendees.

Meeting Agenda:

6:00 - 6:30 p.m:         Registration, Lunch-style Refreshments & Networking

6:30 - 7:30 p.m:         Speaker Presentation

Course Description:

Scott Gehman, ERPA, CEBS will present, "Overseeing the Retirement Plan: A Plan Fiduciary's Role in Fraud Prevention."  In this course, he will discuss fiduciary principles, basic fraud concepts and examples, and fraud prevention measures as they relate to retirement plans. 

Our Speaker:

J. Scott Gehman, ERPA, CEBS

Scott is a retirement plan consultant for Conrad Siegel Actuaries and an investment adviser representative for Conrad Siegel Investment Advisors, Inc. He specializes in retirement plan design, consulting, and administrative services for 401(k) and profit sharing plans, for both large and small organizations. Scott has special consulting expertise in fiduciary issues, and is proficient in developing and coordinating fiduciary education for our clients and their advisors.