Thank You for Registering!

Check your email for TWO registration confirmation emails from Fiduciary Checklist (check your spam folder if you don't receive both!). You will receive information on how to access the workshop the day before the event. I'll see you there!

Be sure to add Fiduciary Workshop to your calendar:

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Fiduciary Checklist

Learn more about Fiduciary Checklist and how it can help reduce risk in your retirement plan.

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The File Room

Visit the File Room for access to free templates for plan governance and links to other helpful resources.

 

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The Enlightened Fiduciary

Pre-order my new book here or receive a  copy with your purchase of Fiduciary Checklist!

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