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St. George, UT 84770

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Salt Lake City, UT 84101


15th Annual Fiduciary Committee Conference

Friday, April 6, 2018

8:00 – 8:20 am  Conference Welcome & Introduction of Theme – “Embrace” Tyler Finlinson, CIMA® Managing Partner, Retirement Plan Services, Kim D. Anderson, AIF® CHSA®, Managing Partner, President

8:20 – 9:05: am Cyber Security - Fiduciary Considerations Dennis Lamm, Director of Cyber Security, Fidelity Investments

9:05 – 9:45 am  Expertise at the Intersection of Health & Wealth – Certified Health Savings Advisor, Brent Moore, CIMA® Managing Partner

The Convergence of Health and Wealth Kenneth Forsythe, CRPC, QDA, AVP, Product Strategy Empower Retirement

9:45 – 10:00 am  Break

10:00 – 10:45 am Prudent Process for Evaluating Target Date Funds Bill Wallace, CFA® Chief Investment Officer

Target Date Fund Strategies Kathryn Farrell, Portfolio Specialist, T.Rowe Price

Session I

10:55 – 11:40 am  Better Retirement Outcomes & Managed Accounts  Dan Bruns, VP Product Development, Mike Wilson, Head of Consultant Relations Morningstar

Session II

11:45 - 12:30 pm Not About the Averages – Industry TrendsS. Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist JP Morgan

12:35 – 12:50 am  Client Recognition Awards - 2017 Shawn Woods, Senior Advisor, TJ Adams, Senior Advisor

12:50 – 1:05 pm Break Spouse/Guest Joins for Luncheon

1:05 – 1:50 pm Key Note Speaker John Choate – Navy Seal – Procinctu Group 

1:50 – 2:00 pm Close


Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

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