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Retirement Plan Workshops

Gate City Advisors is committed to providing education to our clients and other business professionals. We are hosting a series of educational retirement planning seminars and webinars designed to provide valuable content. Below is a list of presentations and descriptions for upcoming retirement planning workshops along with recordings of past workshops. If there's an event that you're interested in, please register using the button below or calling the Gate City Advisors office for more information.

Gate City Advisors is an approved provider of both HRCI and SHRM continuing education credits.   


                                                                    


Past Work Shops

Fiduciary Training


       


Join Gate City Advisors as Jonathon Schultheiss (CRPS®, AIF®, PPC®) discusses fuduciary topics for Plan Sponsors

Topics of discussion:

  • Selecting and Monitoring Service Providers
  • Selecting and Monitoring Investments
  • What You Need to Know About Fees and Expenses

When:    June 26th

Where:   328 E Market Street

              Greensboro, NC 27401

Time:     11:30 - 12:00 registration

              12:00 - 1:00 presentation

              Also Available Via Webinar

Lunch will be provided

Presentation is approved for one hour of HRCI and SHRM credit


Cybersecurity – Foundational and 401k Issues

       

Join Gate City Advisors as we welcome  Ben Hunter of BRC  Cyber Security.  

When:    May 24th

Where:   328 E Market Street

              Greensboro, NC 27401

Time:     11:30 - 12:00 registration

              12:00 - 1:00 presentation

              Also Available Via Webinar

Lunch will be provided

Presentation is approved for one hour of HRCI and SHRM credit



Keep Your Top Talent Without Losing Your Sanity 

       

Join Gate City Advisors as we welcome Rich Schlentz of EXTRAordinary Inc to teach us ways to keep our top talent.  

When:          April 26th 

Where:         Gate City Advisor's Office 
                     328 East Market St 
                     Greensboro, NC 27401


Fiduciary Training  

Are you uniquely qualified to be a Fiduciary of your retirement plan?  That's what the DOL has been asking.  Join Gate City Advisors as we educate you on the things you need to know to be a qualified Fiduciary of your plan.  

At this meeting we will discuss:

  • Fiduciary Duties and Responsibilities
  • Strategies to Minimize Fiduciary Liabilities 


When:          March 22nd 

Where:         Gate City Advisor's Office 
                         328 East Market St 
                         Greensboro, NC 27401


An Index is not a Fiduciary 

Join Gate City Advisors and Tom Spicer from Wellington Management as we discuss "An Index isn't a Fiduciary."  We will learn pros and cons of using index funds inside your retirement plan. With so much buzz around index funds inside of retirement plans, you won't want to miss this presentation.   


When:          February 20th 

Where:         Gate City Advisor's Office 
                         328 East Market St 
                         Greensboro, NC 27401

                       



5 Ways Technology Will Change the Way You and Your Participants Age  

Today people are working and living longer.  Hartford and MIT have teamed up to create the AgeLab to study the way we age.  Join Gate City Advisors and Hartford Funds as we discuss how to use technology to help you and our employees age.  We will discuss 5 ways that technology can help us make life easier as we get older.    

Replay

If you were unable to attend or if you just want to watch the replay, click the link below to watch and download the presentation and attendee workbook. 

Click Here To Watch The Replay