Our Services
April 18-20, 2012 Savannah, GA
 Go beyond the standard retirement industry update
with Sal Tripodi, Sarah Simoneaux and Chris Stroud.
 Sal Tripodi, Sarah Simoneaux and Chris Stroud bring you a uniquely interactive workshop, focused on innovative ways to succeed in today's rapidly changing retirement services workplace.
Hear Sal speak on technical and compliance issues, then find out from Sarah and Chris how to put that knowledge into practice with management strategies, proven plan sponsor and advisor communication techniques and real world case studies. Enjoy networking with your peers, gain valuable insight to help deal with workplace challenges and discover ways to create opportunities in our increasingly complex business. You can bet we'll have some fun, too! Don't miss this dynamic meeting tapping into The Power of 3.
NEW THIS YEAR
- Post-April 15th workshop dates
- Wednesday, Thursday and Friday morning sessions with scheduled optional sponsor afternoon sessions
- Interactive workshop session topics based on prior year's attendee feedback
WORKSHOP REGISTRATION INFORMATION
- EARLY BIRD REGISTRATION (ENDS FEBRUARY 15, 2012): $675 each for the first 2 registrants from the same firm, $595 for each additional registrant from the same firm.
- REGULAR REGISTRATION: $850 each for the first 2 registrants from the same firm, $795 for each additional registrant from the same firm.
- If you cannot attend but would like the materials, the amount due is $325.
- Registration includes materials provided in electronic form. Attendees will receive the electronic files in time to print them out if they choose to. There will be power outlets available in the meeting room for those who wish to have access to the materials electronically during the workshop.
- For cancellations before March 1, 2012 there is a $100 processing fee. During the month of March 2012, $450 per person is deducted from the registration amount, and the balance is refunded. For cancellations after March 31, 2012, there is no refund of any portion of the registration amount.
 
Hotel accommodations: AVIA Savannah is a boutique hotel ranked #2 out of 150 hotels in Savannah on tripadvisor.com, and our Power of 3 Workshop will be the only major event happening at the property during these dates. The hotel is offering a $149/night rate under a room block for Power of 3 Workshop attendees. HOTEL SPACE IS LIMITED – Make your reservations >>
See what last year's attendees and sponsors had to say about the workshop >>
WHO SHOULD ATTEND
- Plan Administrators
- TPA owners and managers
- Plan Consultants
- Relationship Managers
- Actuaries, attorneys, accountants
- Advisors
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CONTINUING PROFESSIONAL EDUCATION
- 15 hours of CPE for ASPPA credentials
- 10 hours of CPE for Enrolled Retirement Plan Administrators
- Includes 2 hours of Ethics CPE credits
- Those who cannot attend may request the materials from the workshop by downloading and submitting this form with a check via mail (details on form).
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WORKSHOP DETAILS
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