Presented by Joe Dillon, CFP(R) - Managing Director, Creative Planning Retirement Services, Mark Blackburn, CPA - Employee Benefit Plan Auditor, LBMC, and Matt Gregory, MBA - Vice President, Lockton Companies
Sponsored by Creative Planning Retirement Services

Certification: Earn 1 hour of SHRM and HRCI Business Credit

This event is a complimentary networking event but space is limited so we ask that you please register below.

Thank You To Our Sponsor For Making This Event Possible:

Presenters

Presented by Joe Dillon, CFP(R) - Managing Director, Creative Planning Retirement Services, Mark Blackburn, CPA - Employee Benefit Plan Auditor, LBMC, and Matt Gregory, MBA - Vice President, Lockton Companies

Joe Dillon, CFP(R)

Joe is a Managing Director for Creative Planning Retirement Services and is based in Raleigh, North Carolina. Throughout his almost 20-year career, Joe has worked with organizations of all sizes, from startups to Fortune 500 Companies, to help optimize their workplace savings programs. Prior to his role at Creative Planning, Joe was Managing Director of Retirement Plan Solutions at Curi Capital. He launched the retirement plan advisory service at the firm's inception and led the team responsible for sales and service. Before Curi Capital, Joe spent time with CAPTRUST Financial Advisors as an Investment Strategist and Relationship Manager. He also spent time with both Fidelity Investments and Principal Financial Group. Joe received his B.A. in Political Science from Ohio University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Mark Blackburn, CPA

Mark A. Blackburn, CPA, is a Shareholder in the Audit and Advisory division of LBMC, PC. Mark has significant experience in auditing, accounting and tax matters for privately held and family-owned businesses, including, construction, real estate, architectural/engineering firms, manufacturing and distribution companies. He spends a majority of his time working with owners of these types of businesses and their retirement plans. Mark also leads LBMC’s Employee Benefit Plan Audit group that is in the top 1% of benefit plan auditors in the nation. He works with all types of employee benefit plans, including defined contribution, defined benefit, health and welfare, and employee stock ownership plans. These plans range in size from small privately-held businesses to publicly-held companies with 11-k filings. Mark has been a frequent speaker at the AICPA’s Employee Benefit Plan Conference and the TSCPA’s Employee Benefit Plan Conference. He also speaks at various events on employee benefit plan matters. He has been a member of the Executive Committee of the AICPA’s Employee Benefit Plan Audit Quality Center and served on the AICPA’s Employee Benefit Plan Expert Panel.

Matt Gregory, MBA - MODERATOR

As a Vice President for Lockton, Matt brings over 23 years of marketing, insurance and technology consulting experience to his work with clients and partners. With a focus on aligning the human capital, risk management, and financial objectives within each client, Matt specializes in integrating key aspects of complex People Solutions and Risk Management strategies to ensure a comprehensive solution. Matt joined Lockton in 2015 and is a market leader based in Nashville, Tennessee.

*MT|SHRM is not directly involved with the presentation of this program. This is a paid advertisement. The program, product or service offered is not affiliated with or endorsed by MT|SHRM. Please contact the presenter through the registration link above if you have questions regarding this program.