STAY TUNED FOR OUR 2025 SCHEDULE

Each month our Employee Benefits team covers trending, top-of-mind topics relevant to the world of benefits. These subject matter experts leverage their extensive experience, data and research, and then simplify and summarize these topics to educate and to help leaders drive their business forward.

Monthly Webinar Schedule

2025 Minnesota Fiduciary Summit

Wed August 13, 2025

12:00 - 3:00 PM

Join us in Minnesota!

Join us for the 2025 Minnesota 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 for 2025- 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!

Venue: Interlachen Country Club 6200 Interlachen Blvd. Edina, MN 55436

 

Discussion Topics

  • What Every Fiduciary Needs to Know for 2025
  • Advisor Benchmarking + RFI & RFP Best Practices
  • Winning the War on Talent with Executive Benefits
  • Engaging Your Employees with Financial Wellness Programs

 

By attending this webinar, you will receive 3 Hours CPE/CPA‣ Finance: 1.5 Hours ‣ Personnel/Human Resources: 1.5 Hours

3 Hours HRCI / SPHR / PHR / GPHR General Credit

3 Hours SHRM Professional Development Credits (PDCs)

CEBS Eligible

Speaker(s)
Tony Black
Tony Black

CEFEX-Certified Retirement Plan Advisor
Pensionmark, A Division of World

Matt Voecks
Matt Voecks

CEFEX-Certified Retirement Plan Advisor
Pensionmark, A Division of World

Casey Rouse
Casey Rouse

President
Rouse & Company

Chris Kelly
Chris Kelly

CEO, Founder
Asset HR

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