2024 South Florida Healthcare & Retirement Plan Summit

Tuesday, May 7th, 2024

12:00pm - 3:00pm

Join us in South Florida!

Join us for the 2024 South Florida Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 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 2024 -  from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. 

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Preserving & Enhancing the Value of Your Total Rewards Strategy 
  • Advisor Benchmarking + RFI & RFP Best Practices 
  • Risk Exposures & Solutions for Fiduciaries
  • Maximizing Capital Efficiency in Your Health Plan

Place: Bayview Salon at Jungle Island 

1111 Parrot Jungle Trail, Miami FL 33132 

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Jim A. Lyday
Jim Lyday

Managing Director
Pensionmark Nashville

Daniel Shapiro  400x400
Daniel Shapiro, AIF®, CPFA

Principal
DCS Pensionmark

Ted Konstantopoulos 400x400
Ted Konstantopoulos

Benefits and Risk Strategist, Sales + Growth Leader
World Insurance Associates LLC

Michael Mann
Michael Mann

Chief Placement Officer
World Insurance Associates, LLC

Janet Martinez 400x400
Janet Martinez

Director, Client Services, Employee Benefits
World Insurance Associates LLC

Martha Castellanos Pollo 400x400
Martha Castellanos Pollo, GBDS

Employee Benefits Advisor
World Insurance Associates LLC

Brian M. Correia 400x400
Brian M. Correia, MPA

Client Advisor
World Insurance Associates LLC

Mike Barton- 400x400
Mike Barton

Chief Growth Officer, Employee Benefits Practice
World Insurance Associates LLC

2024 Tennessee Healthcare & Retirement Plan Summit

Wednesday, May 8th, 2024

11:30 am - 3:30 pm

Join us in Nashville!

Join us for the 2024 Tennessee Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Total Rewards Industry Trends
  • How To Engage Your Employees With Financial Wellness Programs

Place: Richland Country Club, 1 Club Dr. Nashville, TN, 37215

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Jim A. Lyday
Jim A. Lyday

AIF, CPFA – Managing Director, SVP Institutional Consulting
Pensionmark

Pierce Trcka
Pierce Trcka

CFP®AIF, CPFA, APMA - SVP, Investment and Advisory Solutions
Pensionmark

Jennifer Baugh
Jennifer Baugh

CPFA – VP, Client Experience
Pensionmark

2024 Boston Healthcare & Retirement Plan Summit

Thursday, May 16th, 2024

12:00 pm - 3:00 pm

Join us in Boston!

Join us for the 2024 Boston Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Total Rewards Industry Trends
  • How To Engage Your Employees With Financial Wellness Programs

Place: Conference Center at Waltham Woods - 860 Winter St, Waltham, MA 02451

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Richard Wedge
Richard Wedge

Managing Director
Pensionmark, A World Company

Veronica Taylor
Veronica Taylor

C(k)P, CPFA, Senior Relationship Manager
Pensionmark, A World Company

2024 South Carolina Healthcare & Retirement Plan Summit

Tuesday, June 4th, 2024

8:30am - 12:00pm

Join us in South Carolina!

Join us for the 2024 South Carolina Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 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 2024 -  from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Preserving & Enhancing the Value of Your Total Rewards Strategy 
  • Advisor Benchmarking + RFI & RFP Best Practices 
  • Risk Exposures & Solutions for Fiduciaries
  • Maximizing Capital Efficiency in Your Health Plan

Place: Venue TBA! 

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Jim A. Lyday
Jim Lyday

Managing Director
Pensionmark, A World Company

Jeff Seymour 400x400
Jeff Seymour

Managing Director
Pensionmark, A World Company

2024 Central Texas Retirement Plan & Risk Summit

Wednesday, June 5th, 2024

8:30am - 12:00pm

Join us in Central Texas!

Join us for the 2024 Central Texas Retirement Plan & Risk Summit! This education-focused workshop event is part of the 2024 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 2024 -  from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Election Year Market Outlook & Economic Update 
  • Advisor Benchmarking + RFI & RFP Best Practices 
  • Risk Exposures & Solutions for Fiduciaries

Place: Dimensional Place, 6300 Bee Cave Rd, Building One, Austin, TX 78746

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Debbie Matustik 400x400
Debbie Matustik

Managing Director
Pensionmark, A World Company

W. Dean Salyer
W. Dean Salyer

AIF®, CPFA, CEO/President
WD Pensionmark

Janelle Rivera
Janelle Rivera

Executive VP/Chief Operating Officer
WD Pensionmark

2024 Minnesota Healthcare & Retirement Plan Summit

Tuesday, July 16th, 2024

11:30 am - 3:30 pm

Join us in Minnesota!

Join us for the 2024 Minnesota Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including the convergence of healthcare & retirement, total rewards industry trends, engaging employees with financial wellness programs, and more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Total Rewards Industry Trends
  • How To Engage Your Employees With Financial Wellness Programs

Place: Golden Valley Country Club, 7001 Golden Valley Rd, Golden Valley, MN 55427

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Tony Black
Tony Black

CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor
Pensionmark, A World Company

Matt Voecks
Matt Voecks

CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor
Pensionmark, A World Company

2024 Atlanta Healthcare & Retirement Plan Summit!

Wednesday, July 17th, 2024

11:30am - 3:30pm

Join us in ATL!

Join us for the 2024 Atlanta Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 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 2024 -  from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Preserving & Enhancing the Value of Your Total Rewards Strategy 
  • Advisor Benchmarking + RFI & RFP Best Practices 
  • Risk Exposures & Solutions for Fiduciaries
  • Maximizing Capital Efficiency in Your Health Plan

Place: Venue TBA!

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Shelly Horwitz
Shelly Horwitz

Managing Director
Pensionmark, A World Company

Jim A. Lyday
Jim Lyday

Managing Director
Pensionmark, A World Company

Rob Appleman 400x400
Rob Appleman

AIF®, CPFAᵀᴹ, Director of Investments and Client Services
A World Company

James Vanke 400x400
James Vanke

Managing Director
Pensionmark, A World Company

2024 Arkansas Fiduciary Summit

Wednesday, August 14th, 2024

11:00am - 3:00pm

Join us in Arkansas!

Join us for the 2024 Arkansas Fiduciary Summit! This education-focused workshop event is part of the 2024 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 & Benefit Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics and best practices for 2024 -  from retirement best practices and total rewards strategies to risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Advisor Benchmarking + RFI & RFP Best Practices 
  • Risk Exposures & Solutions for Fiduciaries
  • How To Engage Your Employees With Financial Wellness Programs 
  • SECURE 2.0 Updates & Plan Sponsor Action Timelines

Place: Supply Chain Hall of Fame

5111 W JB Hunt Drive, Rogers, AR 72758

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Clay Kendall 400x400
Clay Kendall, CFA

Managing Partner, Financial Advisor
WealthPath Investment Advisors

Erik Berry 400x400
Erik Berry

Partner, Financial Advisor
WealthPath Investment Advisors

Gwen Mazzola 400x400
Gwen Mazzola

Assurance Partner
HoganTaylor LLP

2024 Houston Healthcare & Retirement Plan Summit

Tuesday, October 8th, 2024

8:30am - 12:00pm

Join us in Houston!

Join us for the 2024 Houston Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 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 2024 -  from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more. 

RSVP now using code WorldEB24 to waive the registration fee!

Discussion Topics:

  • What Every Fiduciary Needs to Know for 2024
  • Convergence of Healthcare & Retirement
  • Preserving & Enhancing the Value of Your Total Rewards Strategy 
  • Advisor Benchmarking + RFI & RFP Best Practices 
  • Risk Exposures & Solutions for Fiduciaries

Place: Invesco - 11 Greenway Plaza, Suite 1000, Houston, TX 77046

Accreditation:

  • CPE/CPA: 3 Hours (Finance: 1.5 Hours & Personnel/Human Resources: 1.5 Hours)
  • HRCI / SPHR / PHR / GPHR General Credit: 3 Hours
  • SHRM Professional Development Credits (PDCs): 3 Hours
  • CEBS Eligible
Speaker(s)
Eric Hagebusch
Eric Hagebusch

Managing Director
Pensionmark, A World Company

Will Orr
Will Orr

Managing Director
Pensionmark, A World Company

W. Dean Salyer
W. Dean Salyer

AIF®, CPFA, CEO/President
WD Pensionmark

Janelle Rivera
Janelle Rivera

Executive VP/Chief Operating Officer
WD Pensionmark

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