CTCBA is excited to host an informative lunch and learn event with an industry expert from UBS - South Central Group, who will present an ERISA litigation update on Thursday, May 22 from 11:30 am to 1:00 pm. Join us at Fleming’s Steakhouse at the Domain for this important topic!
Robert Vaughan - Sr. Institutional Consultant
Robert Vaughan is a partner in The South Central Group, established in 1984 in the retirement industry. The team initially focused on providing services to municipal clients, offering a full range of institutional consulting services. Over the years, the team has expanded its services to assist institutions and individuals in achieving their retirement goals.
After serving in the military, Robert moved to the New York City area to pursue a career in finance and earned a Master's degree from Baruch College in Manhattan. He considered several schools, but after 9/11, he chose Baruch College, as it was utilized by many firms that had lost operations that day. Robert holds several designations, including the Certified Investment Management Analyst® designation from the Wharton School of Business, the Chartered Retirement Plans Specialist® designation from the College for Financial Planning, and Accredited Investment Fiduciary®. He also serves on several boards related to retirement and human resource professionals
Event agenda:
11:30-11:45: Registration and networking
11:45-11:55 Lunch buffet
11:55-12:00 Sponsor highlight and speaker introduction
12:00-12:55 UBS presentation
12:55 – 1:00 Closing remarks and door prizes
HRCI, SHRM and WaW pending!
Free easy access parking in the Domain Pink parking garage.
CTCBA is a 503(c) educational nonprofit association established in 1998 and headquartered in Austin, Texas.
Privacy Policy - Refund Policy