Seminars

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

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