Seminars

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 New York Healthcare & Retirement Plan Summit

Wed October 29, 2025

11:30 AM - 3:00 PM

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
Economic & Market Volatility Update

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)

Bob Scherzer

Managing Director
World Investment Advisors

Connor Scherzer

Consultant
World Investment Advisors

Jason Lauter

Vice President
MBL Benefits Consulting

Sylwia Hejzner

Sr. Manager, Audit
EisnerAmper

Ben Thomason

Head of Defined Contribution
Allianz Life Insurance Company of North America

2025 San Diego Healthcare & Retirement Plan Summit

Tue November 4, 2025

11:30 AM - 3:00 PM

Join us in San Diego!

Join us for the 2025 San Diego 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 & 2026- 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: 501 W Broadway (21st Floor) San Diego, CA 92101

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

Discussion Topics

What Every Fiduciary Needs to Know for 2025 & 2026
Convergence of Healthcare & Retirement
Employee Benefits Market Outlook
Advisor Benchmarking + RFI & RFP Best Practices
Risk Exposures & Solutions for Fiduciaries
Engaging Your Employees With Financial Wellness Programs

Speaker(s)

Shannon Main

Regional Growth Leader
World Investment Advisors

Josh Simerman

Head of Carrier Relations & Placement
World Insurance Associates, LLC

Jonathan Martinez

SVP, Retirement Plan Consultant
World Investment Advisors

John Russon

Partner
Pension Assurance LLP

Georgette Kores

Director, Population Health Management
World Insurance Associates

2025 Tennessee Healthcare & Retirement Plan Summit

Thu November 6, 2025

11:30 AM - 3:00 PM

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.

Venue: Alliance Bernstein (AB) | 501 Commerce Street - 24th Floor, Nashville, TN 37203

VIP Cocktail Hour 3:00 pm - 4:00 pm

Discussion Topics

What Every Fiduciary Needs to Know for 2025 & 2026
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

Speaker(s)

Jim Lyday

Managing Director
World Investment Advisors

Pierce Trcka

Vice President, Wealth Advisor & Investments
World Investment Advisors

Jennifer Baugh

Vice President, Client Services
World Investment Advisors

Jay Robinson

Southeast Division Revenue Leader
World Insurance Associates

Ted Konstantopoulos

Employee Benefits Division Growth Leader
World Insurance Associates LLC

Mark Blackburn

CPA, Shareholder, Audit and Advisory Division
LBMC

2025 Houston Healthcare & Retirement Plan Summit

Wed November 12, 2025

12:00 PM - 3:00 PM

Join us at Invesco in Houston!

Join us for the 2025 Houston 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 healthcare and retirement 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 retirement total rewards strategies to risk exposures, advisor benchmarking + more. Space is limited to select qualified plan sponsors - register now to reserve a seat for yourself and a colleague!