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 NOVA Healthcare & Retirement Plan Summit
11:30 - 3:00 PM ET
Join us in Northern Virginia!
Join us for the 2025 NOVA 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: Tysons Corner Marriott, 8028 Leesburg Pike, Tysons, VA 22182
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
.png)
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
Director of Investments and Client Services
World Investment Advisors
Chief Growth Office
World Insurance Associates LLC
SVP, Director of Benefits Compliance, Employee Benefits Practice
World Insurance Associates LLC
CPA, Director, Audit Services
SC&H
2025 Baltimore Fiduciary Summit
12:00 - 2:00 PM ET
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
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
Director of Investments and Client Services
World Investment Advisors
CPA, Director, Audit Services
SC&H
2025 Silicon Valley Fiduciary Summit
12:00 - 3:00 PM ET
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
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
Regional Growth Leader
World Investment Advisors
Managing Director at Ravani Retirement & Wealth Solutions
World Investment Advisors
Managing Director at Sourjohn-Kim Retirement Solutions
World Investment Advisors
Director
Trucker Huss
Associate
Trucker Huss
CPA, Partner
Pension Assurance
2025 Orange County Healthcare & Retirement Plan Summit
11:30 - 3:00 PM ET
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
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
Regional Growth Leader
World Investment Advisors
SVP, Retirement Plan Consultant
World Investment Advisors
SVP, Director of Benefits Compliance, Employee Benefits Practice
World Insurance Associates LLC
QKA, President
CrossPlans
Managing Director
World Investment Advisors
CPA, Partner, Assurance & Advisory
LSL
2025 South Florida Healthcare & Retirement Plan Summit
11:30 - 3:00 PM ET
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
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
Employee Benefits Division Growth Leader
World Insurance Associates LLC
.png)
Employee Benefits Advisor
World Insurance Associates LLC
Employee Benefits Advisor
World Insurance Associates LLC
Managing Director
World Investment Advisors