Strategic CFO Playbook: Optimizing 401(k) Results

May 16, 2024 - 5:00 PM (ET) - Hyatt Riverfront Wilmington
Hosted by Delaware, Wilmington, DE

About this Event

CFMA Delaware Invites
You to Join Us on
Thursday, May 16th, 2024



Strategic CFO Playbook: Optimizing 401(k) Results

Jordan C Norley, Partner and Certified Plan Fiduciary Advisor

 with The Plan Advocate at Independence Square Advisors

Hyatt Riverfront Wilmington
5:00 p.m. to 7:00 p.m.


This exclusive event will help you navigate the 401(k) landscape. Learn what’s on your peers’ radar and gain actionable strategies. 


This is a hands-on session fostering knowledge exchange and professional growth. Secure your spot to stay ahead in the industry and optimize your company's 401(k) plan.


$45 members/$75 non-members
Time:  5:00 p.m. to 7:00 p.m.

Open Bar & Hors d'oeuvres Included

Location:  Hyatt Place Riverfront
760 Justison Street
Wilmington, DE 19801


Please register or reply to by May 10th.  

We hope to see you there!



Featured Speakers


Jordan C Norley, AIF®, CFS®, CPFA®, QKA®

Jordan is a Partner and Certified Plan Fiduciary Advisor with The Plan Advocate at Independence Square Advisors. He has been in the industry for over 17 years and focuses on retirement plan strategies for businesses and executives. With his experience, he brings clients independent advice and the ability to act as a stated ERISA 3(21) or ERISA 3(38) fiduciary to plan sponsor clients. He strives to minimize a plan sponsor’s efforts in running a successful retirement program while helping to manage fiduciary liabilities and empowering employees through financial wellness programs.


Jordan's industry certifications (AIF®, CFS®, CPFA®, QKA®) show his commitment to the highest level of knowledge, ethics, and continuing education that each of his designations require. He also has a B.S. in Management Science and Information Systems from the Smeal College of Business at Penn State University and studied international business and economics at the Victoria University of Wellington, New Zealand.  Jordan believes deeply in community service and has served as The Mayor and President of Borough Council in his community.


Members: $45.00
Non-members: $75.00

Register Now