Seminars

Join us in South Florida!

Join us for the 2024 South Florida 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
• Maximizing Capital Efficiency in Your Health Plan

Place: Bayview Salon at Jungle Island 

1111 Parrot Jungle Trail, Miami FL 33132 

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 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

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

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

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

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

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

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

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