2020 Louisville Healthcare and Retirement Plan Sponsor Workshop
2020 LOUISVILLE
HEALTHCARE & RETIREMENT PLAN SPONSOR WORKSHOP
JOIN US IN LOUISVILLE, KY!
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2020 Kentucky Healthcare and Retirement Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!
DATE TBA!
2:00 PM - 4:00 PM
Luncheon Included
Location:
To Be Announced!
BONUS: Optional VIP Wine Tasting & Cocktail Happy Hour
4:15 PM - 5:15 PM
Hosted Locally By:
Expert Guest Speakers:
TBA!
Continuing Education Credits:
1.5 Hours of CPE/CPA Credit
1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)
1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)
Discussion Topics:
Convergence of Healthcare & Retirement
Care Coordination
HSA’s
Financial Wellness: Fad or Future?
Fiduciary Failures & How to Avoid Them
How Technology Can Improve Participant Outcomes
Total Benefits: Physical & Financial Health
Expert Speaker Round Tables
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
Consultations custom-tailored to your plan
No-obligation, personalized Advisor matching service
Access to industry leaders and expert resources in your area
Click below to schedule a call with our team!
2020 Oklahoma City Plan Sponsor Workshop
2020 OKLAHOMA CITY
PLAN SPONSOR WORKSHOP
JOIN US IN OKLAHOMA CITY, OK!
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2020 Oklahoma City Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!
THURSDAY, FEBRUARY 6th, 2020
12:00 PM - 3:00 PM
Luncheon Included
Location:
To Be Announced!
Expert Guest Speakers:
TBA!
Hosted Locally By:
TBA!
Continuing Education Credits:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)
3 Hours of SHRM Professional Development Credits (PDCs)
Discussion Topics:
What Every Fiduciary Needs to Know
Evaluating the Reasonableness of Plan Fees
Financial Wellness & Measuring Improved Outcomes
Ask the Expert - Local Professional Panel
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
Consultations custom-tailored to your plan
No-obligation, personalized Advisor matching service
Access to industry leaders and expert resources in your area
Click below to schedule a call with our team!
2020 Bakersfield Plan Sponsor Workshop
2020 BAKERSFIELD
PLAN SPONSOR WORKSHOP
JOIN US IN BAKERSFIELD, CA!
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2020 Bakersfield Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!
TUESDAY, JANUARY 7th, 2020
12:00 PM - 3:00 PM
Luncheon Included
Location:
To Be Announced!
Expert Guest Speakers:
TBA!
Hosted Locally By:
TBA!
Continuing Education Credits:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)
3 Hours of SHRM Professional Development Credits (PDCs)
Discussion Topics:
What Every Fiduciary Needs to Know
Evaluating the Reasonableness of Plan Fees
Financial Wellness & Measuring Improved Outcomes
Ask the Expert - Local Professional Panel
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
Consultations custom-tailored to your plan
No-obligation, personalized Advisor matching service
Access to industry leaders and expert resources in your area
Click below to schedule a call with our team!
2019 Mississippi Plan Sponsor Workshop
2019 MISSISSIPPI
PLAN SPONSOR WORKSHOP
JOIN US IN JACKSON!
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Mississippi Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!
TUESDAY, NOVEMBER 12th, 2019
12:00 PM - 3:00 PM (Seminar & Luncheon)
3:00 PM - 4:00 PM (Optional Cocktail Hour)
Location:
The Country Club of Jackson
345 St. Andrews Drive, Jackson, MS 39211
Expert Guest Speakers:
Hosted Locally By:
Dudley D. Wooley, CPCU, CRM, CIC,
CEO / COO - Ross & Yerger
Preston Francis, MBA, PPACA Professional,
Employee Benefits Consultant - Ross & Yerger
Partner - Element Wealth
Partnership Channel Director - Netchex
More TBA!
Continuing Education Credits:
3 Hours of CPE/CPA Credit
3 Hours of HRCI/SPHR/PHR/GPHR General Credit
3 Hours of SHRM Professional Development Credits (PDCs)
Discussion Topics:
Convergence of Healthcare & Retirement
Care Coordination
HSA’s
Financial Wellness: Fad or Future?
Fiduciary Failures & How to Avoid Them
How Technology Can Improve Participant Outcomes
Total Benefits: Physical & Financial Health
Expert Speaker Round Tables
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
Consultations custom-tailored to your plan
No-obligation, personalized Advisor matching service
Access to industry leaders and expert resources in your area
Click below to schedule a call with our team!
2019 San Antonio Plan Sponsor Workshop
2019 SAN ANTONIO
PLAN SPONSOR WORKSHOP
JOIN US IN SAN ANTONIO, TX!
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 San Antonio Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!
WEDNESDAY, JUNE 12th, 2019
11:00 AM - 3:00 PM
Luncheon Included
Location:
To Be Announced!
Expert Guest Speakers:
TBA!
Hosted Locally By:
TBA!
Continuing Education Credits:
1.5 Hours of CPE/CPA Credit
1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)
1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)
Discussion Topics:
What Every Fiduciary Needs to Know
Evaluating the Reasonableness of Plan Fees
Financial Wellness & Measuring Improved Outcomes
Ask the Expert - Local Professional Panel
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
Consultations custom-tailored to your plan
No-obligation, personalized Advisor matching service
Access to industry leaders and expert resources in your area
Click below to schedule a call with our team!
2019 Fresno Plan Sponsor Workshop
2019 FRESNO
PLAN SPONSOR WORKSHOP
JOIN US IN FRESNO, CA!
401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Fresno Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.
$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!
WEDNESDAY, JUNE 5th, 2019
11:00 AM - 3:00 PM
Luncheon Included
Location:
To Be Announced!
Expert Guest Speakers:
TBA!
Hosted Locally By:
TBA!
Continuing Education Credits:
1.5 Hours of CPE/CPA Credit
1.5 Hours of HRCI/SPHR/PHR/GPHR General Credit (Approval Pending)
1.5 Hours of SHRM Professional Development Credits (PDCs) - (Approval Pending)
Discussion Topics:
What Every Fiduciary Needs to Know
Evaluating the Reasonableness of Plan Fees
Financial Wellness & Measuring Improved Outcomes
Ask the Expert - Local Professional Panel
Event Registration
*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 450-1559
NEED PLAN ASSISTANCE NOW?
Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:
Consultations custom-tailored to your plan
No-obligation, personalized Advisor matching service
Access to industry leaders and expert resources in your area
Click below to schedule a call with our team!