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
  • Legislative & Compliance Update & Timelines

Place: Embassy Suites Northwest Arkansas- Razorback Room

3303 Pinnacle Hills Parkway, 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

Ethan Beckcom
Ethan Beckcom

Senior Risk Advisor, Producer
World Insurance Associates LLC

Brandon Long
Brandon Long

Attorney
McAfee & Taft

2024 Philadelphia Healthcare & Retirement Plan Summit

Wednesday, September 18th, 2024

11:30am - 3:30pm

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: Venue TBA!

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
Speaker(s)
Robert Gibson
Robert Gibson

Managing Director
Pensionmark, A World Company

Bob Scherzer
Bob Scherzer

Managing Director
Pensionmark, A World Company

Connor Scherzer
Connor Scherzer

Consultant
Pensionmark, A World Company

William Marx
William Marx

Associate Attorney
Morgan, Lewis & Bockius, LLP

John Peterson
John Peterson

Chief Growth Officer
World Insurance Associates LLC

Mike Barton
Mike Barton

Chief Growth Officer, Employee Benefits Practice
World Insurance Associates LLC

2024 New York Healthcare & Retirement Plan Summit

Thursday, September 19th, 2024

11:30am - 3:30pm

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: 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)
Bob Scherzer
Bob Scherzer

Managing Director
Pensionmark, A World Company

Connor Scherzer
Connor Scherzer

Consultant
Pensionmark, A World Company

John Peterson
John Peterson

Chief Growth Officer
World Insurance Associates LLC

Mike Barton
Mike Barton

Chief Growth Officer, Employee Benefits Practice
World Insurance Associates LLC

2024 New England Healthcare & Retirement Plan Summit

Thursday, September 26th, 2024

12:00 pm - 3:00 pm

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
Speaker(s)
Richard Wedge
Richard Wedge

Managing Director
Pensionmark, A World Company

Veronica Taylor
Veronica Taylor

Senior Relationship Manager
Pensionmark, A World Company

John Peterson- 400x400
John Peterson

Chief Growth Officer
World Insurance Associates LLC

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
  • 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
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

John Peterson- 400x400
John Peterson

Chief Growth Officer
World Insurance Associates LLC

2024 Los Angeles Fiduciary Summit

Thursday, October 24th, 2024

11:00 am - 3:00 pm

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: 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)
Shannon Main
Shannon Main

Principal
Pensionmark, A World Company

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