Date:
February 28, 2018

When:
1:00 – 4:30 PM
Hard Hat Happy Hour from 4:30 – 5:30 PM

Where:
11700 Katy Freeway
Houston, TX 77079

If you register before February 21, 2018, you will be entered to win a $50 Home Depot gift card!

Energy Towers

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Featuring industry leaders across the retirement plan space:

FEATURED SPEAKER:
Matthew J. Eickman, J.D.

Current Chair of the Defined Contribution Plans Subcommittee Employee Benefits Committee of the American Bar Association
Matthew has more than 14 years of private legal practice focusing exclusively on employee benefits and serves as the Director of ERISA Services for QPA. He has worked closely with fiduciaries overseeing plans of all sizes, from a few to more than 36,000 participants and with assets exceeding $2.2 billion, and has represented clients in front of the IRS and DOL. He previously served as the Editor-in-Chief of the Baylor Law Review and is currently the Chair of the Defined Contribution Plans Subcommittee for the American Bar Association’s Tax Section. Matthew spends his spare time coaching teams for his three sons, running, and being supportive of a REbeL, Inc., a non-profit founded by his wife, Laura.

Scott Colangelo, AIF
Chief Executive Officer  |  Qualified Plan Advisors
To be a leader and an innovator, you must be daring enough to carve a pathway to success for your customers that often deviates from the conventional track. Scott Colangelo is not afraid to be different. As the chief executive officer of Qualified Plan Advisors, he is forward-thinking in the financial business, but always with his clients’ best interests in mind. He is the creator of Qualified Plan Advisors (QPA) and is responsible for strategic planning and growth of the firm.

Robert J. Cruz, CIMA, C(k)P, CRPS, CBFA, AIFA
Director, Retirement External Investment Consultant  |  Allianz Global Investors
Mr. Cruz is a retirement external investment consultant and a director with Allianz Global Investors, which he joined in 2014. He is a member of the Retirement Sales team with responsibilities that include determining and delivering investment solutions for defined contribution advisors and trustees. Mr. Cruz’s area of coverage includes Colorado, Kansas, Louisiana, New Mexico, Oklahoma, Texas, Arkansas, Iowa, Nebraska, Minnesota, South Dakota, North Dakota and Kansas City, Missouri. He has 23 years of investment-industry experience.

Rance Buss, CPA
Partner-In-Charge, Employee Benefit Plan Services  |  Weaver
Rance Buss serves as the Weaver LLP full time ERISA Partner over the firm’s Employee Benefit Plan Services group and has been involved with auditing benefit plans for more than 25 years.  Rance regularly participates in the leadership activities of the AICPA’s Employee Benefit Plan Audit Quality Center and is a repeat speaker at national conferences and webinars on employee benefit plan audits.

Marco Melero, C(k)P
Multicultural Education Specialist   |  Qualified Plan Advisors
Marco Melero has over a decade of financial service experience and currently functions as a Multicultural Education Strategist.  He has extensive knowledge in working with retirement plan committees and a specialty in working with the Hispanic workforce by providing a culturally relevant education experience to plan participants.  With his parents being first generation Americans, his passion stems from his humble beginnings and realizing at young age the strong need for financial education for the Hispanic population.  During his personal time off he enjoys traveling with his wife Valery and son Lorenzo, and they just spent the holidays in Mexico with family.

Securities offered through Cambridge Investment Research, Inc., “Cambridge,” a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Prime Capital Investment Advisors, LLC. “Prime Capital,” a Registered Investment Advisor. Prime Capital doing business as Qualified Plan Advisors, “QPA,” 6201 College Blvd., 7th Floor | Overland Park, KS 66211  |  p: 913.491.6226 | f: 913.491.3214 | primecap-ia.com  |  Cambridge and Prime Capital are not affiliated.
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