Thursday, September 20th, 7:30am - 9:30am 
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Burntwood Tavern 
19304 Detroit Road 
Rocky River, OH 44116
Driving Directions 


Maria Stenina  
Oswald Financial, Inc. 

How to Manage Your Fiduciary Risk -

Hallmark of Good Stewardship  

Please Join the Oswald Financial Team and Andrew Larson of Columbia Threadneedle's Learning Center at the Burntwood Tavern for a Brunch Buffet and a Fiduciary Training Course (1 HRCI Credit):


Business owners who sponsor certain workplace retirement plans for their employees are “fiduciaries” under the Employee Retirement Income Security Act of 1974 (ERISA). Plan fiduciaries have a solemn responsibility under the law to act solely in the interest of plan participants, with the exclusive purpose of protecting retirement benefits. In case of a breach of duty, a fiduciary shall be personally liable to make good losses to the plan; shall be personally liable to return any profits resulting from the breach; may be subject to civil penalties and fines; and may be removed as a fiduciary. Consequently, plan sponsors have great incentive to develop fiduciary risk and liability management strategies. 

7:30am : Arrival and Brunch Buffet  

8:00am-9:00am : Course Presentation 1 HRCI Credit

Andrew Larson of Columbia Threadneedle's Learning Center