STAY TUNED FOR OUR 2025 SCHEDULE

STAY TUNED FOR OUR 2025 SCHEDULE

2025 NOVA Healthcare & Retirement Plan Summit

Tue Mar 18, 2025

11:30 - 3:00 PM ET

Join us in Northern Virginia!

Join us for the 2025 NOVA Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s retirement and healthcare plan participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2025 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Venue: Tysons Corner Marriott, 8028 Leesburg Pike, Tysons, VA 22182

 

Discussion Topics

  • What Every Fiduciary Needs to Know for 2025

  • Convergence of Healthcare & Retirement

  • Advisor Benchmarking + RFI & RFP Best Practices

  • Risk Exposures & Solutions for Fiduciaries

  • Ask The Experts- Fireside Chat with ERISA Specialists

 

By attending this webinar, you will receive 3 Hours CPE/CPA‣ Finance: 1.5 Hours ‣ Personnel/Human Resources: 1.5 Hours

3 Hours HRCI / SPHR / PHR / GPHR General Credit

3 Hours SHRM Professional Development Credits (PDCs)
CEBS Eligible

Speaker(s)
Shelly Horwitz
Shelly Horwitz

Managing Director
World Investment Advisors

Rob Appleman
Rob Appleman

Director of Investments and Client Services
World Investment Advisors

John Peterson
John Peterson

Chief Growth Office
World Insurance Associates LLC

Jay M. Kirschbaum
Jay M. Kirschbaum

SVP, Director of Benefits Compliance, Employee Benefits Practice
World Insurance Associates LLC

Megan DeGroat
Megan DeGroat

CPA, Director, Audit Services
SC&H

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