2024 Houston Retirement Plan & Risk Summit

Tuesday, October 8th, 2024

8:30am - 12:00pm

Join us at Invesco in Houston!

Join us for the 2024 Houston 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 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 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: 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
World Investment Advisors

Will Orr
Will Orr

Managing Director
World Investment Advisors

W. Dean Salyer
W. Dean Salyer

AIF®, CPFA, CEO/President
World Investment Advisors

Janelle Rivera
Janelle Rivera

Executive VP/Chief Operating Officer
World Investment Advisors

John Peterson- 400x400
John Peterson

Chief Growth Officer
World Insurance Associates LLC

Jenny Dodson
Jenny Dodson

Vice President
Retirement Plan Solutions - Principal

Natasha Erskine
Natasha Erskine

CPA, Assurance Partner
Calvetti Ferguson

Dan Harty
Dan Harty

Regional Vice President
Nonqualified Plans Mid-South Region - Principal

2024 Los Angeles Retirement Plan & Risk Summit

Thursday, October 24th, 2024

11:00 am - 3:00 pm

Join us in LA!

Join us for the 2024 Los Angeles 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 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:

  • How Retirement Plan Design is Impacting Your Healthcare Spend
  • Risk Exposures & Solutions for Fiduciaries
  • Benefits Beyond Compliance
  • Top Plan Sponsor Tools and Research for 2024

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
Speaker(s)
Shannon Main
Shannon Main

Regional Growth Leader
World Investment Advisors

John Peterson
John Peterson

Chief Growth Officer
World Insurance Associates LLC

Andrew Hermann
Andrew Hermann

Regional Sales Director
Empower

Scott Harrison
Scott Harrison

Regional Vice President
The Standard

Mykal Davis
Mykal Davis

MBA, Regional Sales Director
OneAmerica

John Russon
John Russon

CPA, Partner
Pension Assurance LLP

Tom Burnor
Tom Burnor

Vice President, Distribution
Retirement Solutions - Principal

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