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
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.