Effective Employee/Participant Retirement Education


February 20, 2020
11:00 AM EST - 1:00 PM EST
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Gillespie Conference & Special Event Center
53995 IN-933
South Bend, IN 46637
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There are 3 key components of a successful retirement plan: education that resonates with your workforce, automatic enrollments and a deferral matching structure that incentivizes continued participation. During this presentation, participants will learn why cost and fees shouldn't be the only factors when deciding who to partner with when offering retirement programs. Outcomes matter. Are you doing all you can to help your employees when it comes to affording their life after retirement?

About our Presenter

John F. McSorley, Jr., MBA, QPFC, AIF
Managing Partner, Guidance Wealth, LLC
Qualified Plan Development, ​Financial Advisor

John is the managing partner and a co-founder of Guidance Wealth, LLC, Guidance Investment Advisors, LLC, and is a partner and co-founder of Guidance Tax & Accounting, LLC.  He has worked in the financial services/risk management industry since 2001. John heads Guidance Wealth’s Qualified Plan Development, working both as an advisory representative and as a fiduciary consultant to ERISA plans.  John has been the primary architect and developer of the Guidance Asset Allocation Model Service which offers participants an added level of assistance with selecting or designing an appropriate retirement plan portfolio.  He holds the specific pension industry designations of QPFC (Qualified Plan Financial Consultant) through the American Society of Pension Professionals and Actuaries (ASPPA) and AIF® (Accredited Investment Fiduciary®) through fi360 and Center for Fiduciary Studies.   John and his family are long-time residents of the Michiana area.  


$25.00 Member Ticket

$25.00 Non-Member Ticket