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!