Thursday December 12, 2013 from 9:00 AM to 12:00 PM PST
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University Club Atop Symphony Towers 
750 B St #3400
San Diego, CA 92101

Driving Directions 


Alex Mangubat 
Maxis Solutions 

San Diego Fiduciary Summit 

Come join us at the University Club for breakfast and the opportunity to hear what the largest institutional consultant in the nation is saying fiduciaries need to know for 2013. Also featuring local SDSU professor Dr. Jean Twenge discussing "Generation Me," how cultural change creates generation gaps and the effects of that on retirement.

Paul Neuner 

Managing Director - Investments, Wells Fargo Advisors


Dr. Jean Twenge - SDSU Department of Psychology & Author 

"Generation Me"


Topics of Discussion: 

How to Measure Plan Success

Top 10 Fiduciary Mistakes & Reducing Your Fiduciary Liability

Benchmark & Evaluate Your Target Date Funds

 Hot To Evaluate Service Providers Services & Fees

Compliance: Following the Proper Policies & Procedures

 Updates on Recent & Upcoming Legislation