Thursday, August 8th, 2018 8:00 a.m to 2:00 p.m Rollins College Crummer Hall/Bush Executive Center Winter Park, FL 32789 Crummer Room 207 Adjunct Lecturer Presenting: Jamie D Greenleaf, C(k)P®, AIF®, CBFA® Lead Advisor / Principal Cafaro Greenleaf 8:00 – 8:30 The Plan Sponsor University The C(k)PF / The Certified 401(k) Plan Fiduciary Designation Agenda Breakfast / Registration & Sign-in Registration Introduction to The Plan Sponsor University Jamie Greenleaf, C(k)P – TPSU Adjunct Lecturer 8:30 – 8:50 Introduction 8:50 – 9:50 Session 9:50 – 10:05 Break 10:05 – 10:50 Session Keynote Presentation Secure Act – The Impact Liam Grubb – Franklin Templeton Investments 10:50 – 11:35 Session Panel Discussion with Industry Professionals The Trends in Retirement/Benefits being Offered Moderator: Jamie Greenleaf, C(k)P – Cafaro Greenleaf Panelists: Jason Butler – T Rowe Price Thomas O’Connell – Wells Fargo Glenn Macdonald – New York Life 11:35 – 11:50 Break 11:50 – 1:15 Single Benefit Dollar Jamie Greenleaf, C(k)P – Cafaro Greenleaf Pick up your Lunch Session What is Working in Today’s DC Plans? (Working Lunch) What is Not Working in Today’s DC Plans? 1:15 – 1:45 Session 1:45 – 2:00 Closing The Ideal DC Plan - Interactive Discussion The C(k)PF Designation and Closing Statements Agenda is Subject to Change 4425 Military Trail, Suite 202 Jupiter, FL 33458 Registrar@TPSUniversity.com Phone: 1-855-755-4015 ©2019 TRAU, Inc dba The Plan Sponsor University (“TPSU”) All Rights Reserved