Seminars

Join us in NYC!

Join us for the 2023 New York Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare & retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• Convergence of Healthcare & Retirement 
• What Every Fiduciary Needs to Know for 2023
• Total Rewards Industry Trends
• How To Engage Your Employees With Financial Wellness Programs
• Forfeitures and Retirement Plan Expenses
• More Topics TBA!

Place: Jay Suites, 109 W 39th Street - Second Floor, New York, NY 10018

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

Join us in New Jersey!

Join us for the 2023 New Jersey Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare & retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• Convergence of Healthcare & Retirement 
• What Every Fiduciary Needs to Know for 2023
• Total Rewards Industry Trends
• How To Engage Your Employees With Financial Wellness Programs
• More Topics TBA!

Place: The Westin Princeton at Forrestal Village, 201 Village Boulevard, Princeton, NJ 08540

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

Join us in South Florida!

Join us for the 2023 South Florida Healthcare & Retirement Plan Summit! This in person and livestream event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• Convergence of Healthcare & Retirement 
• What Every Fiduciary Needs to Know for 2023
• Total Rewards Industry Trends
• How To Engage Your Employees With Financial Wellness Programs
• More Topics TBA!

Place: Hyatt Regency Coral Gables, 50 Alhambra Plaza Coral Gables, FL 33134

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