Our Services

April 18-20, 2012 Savannah, GA

Go beyond the standard retirement industry update
with Sal Tripodi, Sarah Simoneaux and Chris Stroud.

I thoroughly enjoyed this workshop! The topics were very relevant to our business, and the combined knowledge with these three speakers is difficult to find contained in one room! This is by far one of the best meetings I have attended!

The 2011 Power of 3 Workshop was a terrific program led by industry leaders who understand the practical issues TPA firms face with new legislation and a changing workforce.

The case studies and discussions they stimulated made this one of the best workshops I've EVER attended. The entire workshop was very informative and interactive. Sal, Sarah, & Chris were Excellent!

The Power of 3 Workshop was an incredibly useful conference to attend. Sal's compliance information is always excellent, and I loved the balance with the business sessions. The ethics discussion was one of the best I have ever attended.

I think your workshop was awesome. I will say since I have never heard you or Sarah speak that I was mostly interested in hearing Sal. BUT I take that all back - you all three were awesome and I learned so much and could have listened for days. The attendees were all involved, and I loved hearing their thoughts as well. Thank you for inviting me, and I look forward to attending next year.

The opportunity to exchange ideas and debate current issues with not only 3 powerhouses of the pension industry but also with the small group of motivated service providers made this one of the best workshops I've ever attended.

Best combination of both technical and business management topics out there.

The sessions were filled with great information about technical pension issues and industry practices - a nice balance. All sessions were well-planned and presented by knowledgeable speakers. The small group atmosphere allowed interaction that you don't usually have with larger groups.

Excellent workshop! Content was on target - speakers, number of participants and format made it easy to discuss important topics and share ideas.

A refreshing change in pace from "same ole same ole". Best I've attended in years.

WHAT 2011 SPONSORS SAID…

I thought this workshop was fantastic. From a sponsor's standpoint, I couldn't be happier. You acknowledged our firm right off the bat and then gave us the opportunity to not only say a little bit about our firm, but also let us schedule a demonstration. I also enjoyed the sessions and loved that you allowed us to join them. It gave me an opportunity to get to know the attendees a lot better and build a relationship. Thank you!

I wanted to extend my thanks and congrats on what seemed to be an extremely well received inaugural Power of 3 Workshop. I know in my various conversations with a number of TPAs, the enthusiasm and overall satisfaction were great! …My sincere gratitude for the opportunity.