Calao Wealth Management Group
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2023 Fiduciary Summit

This event will focus on employer viability and the issues associated with a workforce that is financially stressed or unable to retire. Attendees will learn how an effective retirement savings plan, benefits package, and financial wellness program can enhance employer viability while helping more employees retire on their own terms. Topics to be discussed include SECURE Act 2.0, plan sponsor survey results, current participant sentiment, how to be an effective fiduciary, target date fund suitability, and more.

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Austin Downtown Marriott - Austin, TX

03 May , 20238:00 AM - 2:00 PM

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