Event Schedule

Check out these organizations if you’re interested in hearing Christopher Carosa speak on 401k fiduciary and investing matters:

2014, October 15, Wednesday, 11:45am-12:45pm – “Using Proven Psychological Tools to Motivate Plan Sponsors and Participants to Implement Your Recommendations” – CFDD Conference, San Antonio Texas

2013, October 25, Friday, 1:00am-2:00am – “401k Fiduciary Liability in a Multi-Vendor Environment” – Fiduciary & Investment Risk Management Association – Current Risk Issues Seminar, Deloitte & Touche, New York City, New York

2013, October 4, Friday, 9:15am-10:15am – “401k Fiduciary Liability in a Multi-Vendor Environment” – Fiduciary & Investment Risk Management Association – Current Risk Issues Seminar, Key Center, Cleveland, Ohio

2013, September 17, Thursday, 10:30am-12:00noon – “Retirement Saving & Planning: Problems & Solutions” (Panel) – The Academy of Behavioral Finance & Economics – The 2013 Annual Meeting, DePaul University, Chicago, Illinois

2013, January 18, Friday, 11:30am – “Easy as 1,2,3: How to Live the Retirement You Deserve” – Brockport Auxilery Services – State University College at Brockport, 350 New Campus Drive, Brockport, New York

2012, October 11, Thursday, 1:30am – “Easy as 1,2,3: How to Create a 21st Century 401k Investment Policy Statement” – FA/PW Fiduciary Gatekeeper Summit, Boston, Massachusetts

2012, April 27, Friday, 11:30am – “Easy as 1,2,3: How to Create a 21st Century 401k Investment Policy Statement” – fi360 Annual Conference, Chicago, Illinois