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Managing Your 401k - Duluth

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Wednesday, January 24, 2018
7:30 AM - 9:00 AM (EST)
The 1818 Club
6500 Sugarloaf Parkway
Duluth, GA 30097
United States

Event Details

Managing Your 401k in an Ever Changing Environment 

This session is ideal for Owners, CEO’s, CFO’s, and HRVP’s and will cover the regulations, legislations, and best practices for a successful 401k program.  Topics covered will include:

  1. How to simplify plan management
  2. The latest legislative and regulatory trends
  3. How to protect yourself in a DOL audit

* Breakfast is provided

About the Speakers:

 Randy Brunson is the founding principal of Centurion Advisory Group.  He has invested most of his thirty five year career in the area of financial services and helped found Centurion Advisory Group in 2006.  Randy studied engineering and marketing at UT Chattanooga, and he currently holds the Accredited Investment Fiduciary (AIF®) designation.   He has completed studies in qualified plan design, estate planning, and business transition planning.

Kiyo Kojima is a partner at the law firm of Smith, Gambrell & Russell, LLP, and routinely advises clients in corporate formation, governance and compliance matters.  He also counsels clients in all areas of labor and employment law - including benefits, plan design, and plan management matters - and as a part of this, represents employers before government agencies such as the EEOC, DOL, and NLRB.



7:30am       Registration, networking, and breakfast

8:00am       Panel discussion with Randy Brunson and Kiyo Kojima

8:45am       Q & A and summary




Candace Jackson
Candace Jackson Business Assurance Director Moore Colson
Henry Levine
Henry Levine Financial Advisor HPL Consulting, LLC
Jason Moss
Jason Moss CEO Georgia Manufacturing Alliance
Joel  Alzola
Joel Alzola Business Assurance Senior Manager Moore Colson
Laura Madajewski
Laura Madajewski Principal; Manufac./Distribution Practice Leader HLB Gross Collins, P.C.
Lori Wagnon
Lori Wagnon Partner Smith & Howard
Marty Gates
Marty Gates 401K Services Director Centurion Advisory Group
Paul Atkinson
Paul Atkinson Partner Smith & Howard
Randy Brunson
Randy Brunson CEO Centurion Advisory Group
2 Other Registered Attendees

For More Information:

Marjorie Dykes (deleted)
Marjorie Dykes (deleted)
Marketing & Events Director Georgia Manufacturing Alliance (770)338-0051