Seminars

Join us in Baltimore!

Join us for the 2025 Baltimore Fiduciary Summit! This education-focused workshop event is part of the 2025 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 2025 - from effective retirement plan management to total rewards strategies, advisor benchmarking + more.

Venue: The Center Club - Legg Mason Building 100 Light St #16, Baltimore, MD 21202

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Advisor Benchmarking + RFI & RFP Best Practices
• Plan Sponsor Success Case Studies & Practical Applications
• How to Engage Your Employees With Financial Wellness Programs
• Ask The Experts- Fireside Chat with ERISA Specialists

Join us in Silicon Valley!

Join us for the 2025 Silicon Valley Fiduciary Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s retirement 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 2025 - register now for yourself + a colleague!

Venue: The Santa Clara Convention Center 5001 Great America Pkwy, Santa Clara, CA 95054

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Advisor Benchmarking + RFI & RFP Best Practices
• Plan Sponsor Success Case Studies & Practical Applications
• How to Engage Your Employees With Financial Wellness Programs
• Fiduciary Hot Topics

Join us in OC!

Join us for the 2025 Orange County Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 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 2025 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Venue: Andrei's Restaurant 2607 Main Street, Irvine, CA 92614

Discussion Topics

• Essential Insights for Fiduciaries in 2025
• Integrating Healthcare and Retirement: A Unified Approach
• Optimizing Your Total Rewards Strategy for Maximum Impact
• Advisor Performance Metrics and Best Practices for RFI & RFP
• Identifying and Mitigating Fiduciary Risks
• Enhancing Capital Efficiency in Health Plans

Join us in South Florida!

Join us for the 2025 South Florida Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 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 2025 - 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!

Venue: Mr. C Miami, Coconut Grove 2988 McFarlane Road, Miami, Florida 33133

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• 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

Join us in Philly!

Join us for the 2025 Philadelphia Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 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 2025 - 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!

Venue: Citizens Bank Park 1 Citizens Bank Way, Philadelphia, PA 19148

+ Optional VIP Stadium Tour 3:00pm - 4:00pm

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Convergence of Healthcare & Retirement
• How to Prevent Issues from Derailing Your Retirement Plan
• Advisor Benchmarking + RFI & RFP Best Practices
• Risk Exposures & Solutions for Fiduciaries
• Engaging Your Employees With Financial Wellness Programs
• Employee Benefits Market Outlook

Join us in NY!

Join us for the 2025 New York Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 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 2025 - 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!

Venue: Jay Suites – Chelsea 159 W 25th St. New York, NY 10001

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Convergence of Healthcare & Retirement
• Advisor Benchmarking + RFI & RFP Best Practices
• Risk Exposures & Solutions for Fiduciaries
• Engaging Your Employees With Financial Wellness Programs
• Employee Benefits Market Outlook

Join us in San Antonio!

Join us for the 2025 San Antonio Fiduciary Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s retirement 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 2025 - register now for yourself + a colleague!

Venue: Estancia Del Norte San Antonio 37 NE Loop 410, San Antonio, TX 78216

+ Optional VIP Happy Hour 3:00pm - 4:00pm

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Advisor Benchmarking + RFI & RFP Best Practices
• Plan Sponsor Success Case Studies & Practical Applications
• How to Engage Your Employees With Financial Wellness Programs

Join us in Nashville!

Join us for the 2025 Tennessee Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 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 2025 - 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!

Venue: Richland Country Club 1 Club Dr., Nashville, TN, 37215

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Convergence of Healthcare & Retirement
• Advisor Benchmarking + RFI & RFP Best Practices
• Risk Exposures & Solutions for Fiduciaries
• Engaging Your Employees With Financial Wellness Programs
• Employee Benefits Market Outlook

Join us in Scottsdale!

Join us for the 2025 Arizona Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2025 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 2025 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Venue: SkySong, the ASU Scottsdale Innovation Center 1475 N. Scottsdale Rd., Suite 200 Scottsdale, AZ 85257

Discussion Topics

• Convergence of Healthcare & Retirement
• What Every Fiduciary Needs to Know for 2025
• 2025 Employee Benefits Market Outlook
• Risk Exposures & Solutions for Fiduciaries
• Advisor Benchmarking + RFI & RFP Best Practices

Join us in Central Texas!

Join us for the 2025 Central Texas Fiduciary Summit! This education-focused workshop event is part of the 2025 Retirement Plan Road Show, which has helped thousands of plan sponsors positively-impact millions of America’s retirement 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 2025 - register now for yourself + a colleague!

Venue: Dimensional Fund Advisors Dimensional Place, 6300 Bee Cave Rd, Building One, Austin, TX 78746

Discussion Topics

• What Every Fiduciary Needs to Know for 2025
• Advisor Benchmarking + RFI & RFP Best Practices
• Plan Sponsor Success Case Studies & Practical Applications
• How to Engage Your Employees With Financial Wellness Programs