Seminars

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
• Legislative & Compliance Update & Timelines

Place: Embassy Suites Northwest Arkansas- Razorback Room

3303 Pinnacle Hills Parkway, Rogers, AR 72758 

Luncheon & optional networking Happy Hour: 3:00pm - 4:00pm

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 Philly!

Join us for the 2024 Philadelphia 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: 2222 Market St. 18th Floor Philadelphia, PA 19103    + (Optional) VIP Cocktail Hour on 19th Floor

Optional VIP Cocktail Hour: 3:30pm - 4:30pm

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 NYC!

Join us for the 2024 New York 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: BlackRock, 50 Hudson Yards (3rd Floor - Annex), New York, NY 10001

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 England!

Join us for the 2024 New England 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
• 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

Join us at the Home of the Florida Panthers!

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. 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: Amerant Bank Arena, 1 Panther Pkwy, Sunrise, FL 33323

+ Optional VIP Stadium Tour 

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 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
• Advisor Benchmarking + RFI & RFP Best Practices  
• Risk Exposures & Solutions for Fiduciaries
• How To Engage Your Employees With Financial Wellness Programs 
• Legislative & Compliance Update & Timelines

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

Join us in LA!

Join us for the 2024 Los Angeles 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 plan participants.

Finance, Human Resource & Benefits Executives, Business Owners, and Fiduciaries are invited to hear local experts tackle key topics for 2024- including 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
• Election Year Market Outlook & Economic Update
• Advisor Benchmarking + RFI & RFP Best Practices 

Place: The Westin Pasadena, 191 N Los Robles Ave, Pasadena, CA 91101

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