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2024 Tennessee Healthcare & Retirement Plan Summit
11:30 am - 3:30 pm CDT
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
AIF, CPFA – Managing Director, SVP Institutional Consulting
Pensionmark
CFP®AIF, CPFA, APMA - SVP, Investment and Advisory Solutions
Pensionmark
Partner - Faegre Drinker Biddle & Reath LLP
Fmr. EBSA Asst. Secretary, Labor & Employee Benefits
Chief Growth Officer, Employee Benefits Practice
World Insurance Associates, LLC
Chief Placement Officer
World Insurance Associates LLC
CPFA – VP, Client Experience
Pensionmark
Major Market Executive
Paycor
Sr. Leadership Development Consultant
Wipfli
2024 Boston Healthcare & Retirement Plan Summit
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
Managing Director
Pensionmark, A World Company
Senior Relationship Manager
Pensionmark, A World Company
Chief Growth Officer
World Insurance Associates LLC
Senior Manager
BerryDunn Assurance
Senior Account Executive
World Insurance Associates LLC
2024 South Carolina Healthcare & Retirement Plan Summit
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
Managing Director
Pensionmark, A World Company
Managing Director
Pensionmark, A World Company
Principal, Division Leader
World Insurance Associates LLC
2024 Central Texas Retirement Plan & Risk Summit
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
Managing Director
Pensionmark, A World Company
AIF®, CPFA, CEO/President
WD Pensionmark
Executive VP/Chief Operating Officer
WD Pensionmark
Chief Growth Officer
World Insurance Associates LLC
Audit & Assurance Partner
Armanino
2024 Minnesota Healthcare & Retirement Plan Summit
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
CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor
Pensionmark, A World Company
CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor
Pensionmark, A World Company
CIC, CRM, Chief Growth Officer
World Insurance Associates, LLC
2024 Atlanta Healthcare & Retirement Plan Summit!
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
Managing Director
Pensionmark, A World Company
Managing Director
Pensionmark, A World Company
AIF®, CPFAᵀᴹ, Director of Investments and Client Services
A World Company
Managing Director
Pensionmark, A World Company
Chief Growth Officer
World Insurance Associates LLC
2024 Arkansas Fiduciary Summit
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
Managing Partner, Financial Advisor
WealthPath Investment Advisors
Partner, Financial Advisor
WealthPath Investment Advisors
Assurance Partner
HoganTaylor LLP
Senior Risk Advisor, Producer
World Insurance Associates LLC
Attorney
McAfee & Taft
2024 Houston Healthcare & Retirement Plan Summit
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
Managing Director
Pensionmark, A World Company
Managing Director
Pensionmark, A World Company
AIF®, CPFA, CEO/President
WD Pensionmark
Executive VP/Chief Operating Officer
WD Pensionmark
Chief Growth Officer
World Insurance Associates LLC
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