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!