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2024 Houston Retirement Plan & Risk Summit
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
Managing Director
World Investment Advisors
Managing Director
World Investment Advisors
AIF®, CPFA, CEO/President
World Investment Advisors
Executive VP/Chief Operating Officer
World Investment Advisors
Chief Growth Officer
World Insurance Associates LLC
Vice President
Retirement Plan Solutions - Principal
CPA, Assurance Partner
Calvetti Ferguson
Regional Vice President
Nonqualified Plans Mid-South Region - Principal
2024 Los Angeles Retirement Plan & Risk Summit
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
Regional Growth Leader
World Investment Advisors
Chief Growth Officer
World Insurance Associates LLC
Regional Sales Director
Empower
Regional Vice President
The Standard
MBA, Regional Sales Director
OneAmerica
CPA, Partner
Pension Assurance LLP
Vice President, Distribution
Retirement Solutions - Principal
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