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 Chicago Healthcare & Retirement Plan Summit
12:00 - 3:00 PM ET
Join us in Chicago!
Join us for the 2025 Chicago 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: Chicago Club - 81 E Van Buren St, Chicago, IL 60605
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
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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
Managing Director
World Investment Advisors
CEFEX-Certified Retirement Plan Advisor
World Investment Advisors
Unit Leader
Stern Insurance Group, A Divison of World
Chief Growth Officer
World Insurance Associates
2025 Central Texas Fiduciary Summit
12:00 - 3:00 PM ET
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
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
Managing Director, Regional Growth Leader
World Investment Advisors
Executive VP/COO, WDPensionmark
World Investment Advisors
VP Retirement Plan Specialist, WDPensionmark
World Investment Advisors
Relationship Manager, WDPensionmark
World Investment Advisors
Managing Director
World Investment Advisors
2025 Atlanta Healthcare & Retirement Plan Summit
11:30 - 3:00 PM ET
Join us in Atlanta!
Join us for the 2025 Atlanta 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: Invesco - 1331 Spring St NW STE 2500 Atlanta GA 30309
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
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
Managing Director
World Investment Advisors
Managing Director
World Investment Advisors
Chief Growth Officer, Employee Benefits Practice
World Insurance Associates
Chief Growth Officer
World Insurance Associates
Director of Investment and Client Services
World Investment Advisors
2025 Texas Healthcare & Retirement Plan Summit
12:30 - 3:30 PM
Join us in Texas!
Join us for the 2025 Texas 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 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!
Optional:
3:30pm - 4:00pm | Fidelity Investments “Behind the Scenes” VIP Tour
4:00pm - 5:00pm | Fiduciary Retreat Cocktail Hour
Venue: Fidelity Investments 2 Destiny Way, Westlake, TX 76262
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
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
Managing Director, Regional Growth Leader
World Investment Advisors
Vice President, Director of Operations
World Investment Advisors
Director, Retirement Plan Consultant
World Investment Advisors
Managing Director
World Investment Advisors
Head of Carrier Relations & Placement
World Insurance Associates, LLC
Chief Growth Officer
World Insurance Associates
2025 Seattle Healthcare & Retirement Plan Summit
11:30 - 3:00 PM
Join us in Seattle!
Join us for the 2025 Seattle 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: Washington Athletic Club - 1325 6th Ave, Seattle, WA 98101
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
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
Unit Leader
World Insurance Associates
Unit Leader, Employee Benefits
Sprague Israel Giles, Inc., A Division of World
Regional Growth Leader
World Investment Advisors
Division Leader
World Insurance Associates
2025 Arkansas Healthcare & Retirement Plan Summit
11:30 - 3:00 PM
Join us in Arkansas!
Join us for the 2025 Arkansas 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 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!
3:00pm - 4:00pm | Optional VIP Happy Hour
Venue: Ruth’s Chris Rogers 5401 W. Northgate Rd. Rogers, AR 72758
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
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
Managing Director, Financial Advisor
WealthPath Investment Advisors
Partner, Financial Advisor
WealthPath Investment Advisors
Senior Risk Advisor, Producer
World Insurance Associates LLC
Client Advisor
World Insurance Associates
Assurance Partner
HoganTaylor LLP
Attorney
McAfee & Taft
2025 Minnesota Fiduciary Summit
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
CEFEX-Certified Retirement Plan Advisor
Pensionmark, A Division of World
CEFEX-Certified Retirement Plan Advisor
Pensionmark, A Division of World
President
Rouse & Company
CEO, Founder
Asset HR