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 Los Angeles Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
Join us in LA!
Join us for the 2025 Los Angeles 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 - 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: The Westin Pasadena | 191 N Los Robles Ave, Pasadena, CA 91101
Discussion Topics
- Fiduciary Essentials for 2025 & 2026
- Trends Shaping the Employee Benefits Landscape
- Preparing for an Audit
- Managing Fiduciary Risk: What You Should Know
- New Tools & Technology
- + More TBA!
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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
Regional Growth Leader
World Investment Advisors
Managing Director
World Investment Advisors
SVP, Retirement Plan Consultant
World Investment Advisors
Regional Vice President
The Standard
Head of Carrier Relations & Placement
World Insurance Associates, LLC
Partner
Pension Assurance LLP
CFA, CAIA, Head of Aggregator Channel
Allianz
2025 South Florida Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
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: Tower Club Ft Lauderdale | 100 SE 3rd Ave 28th Floor, Fort Lauderdale, FL 33394
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
Employee Benefits Advisor
World Insurance Associates LLC
Managing Director
World Investment Advisors
Managing Director
World Investment Advisors
Director, Population Health Management
World Insurance Associates
ERISA Attorney
Former DOL Investigator
Head of Defined Contribution
Allianz Life Insurance Company of North America
2025 Orlando Healthcare & Retirement Plan Summit
11:30 AM - 3:00 PM
Join us in Orlando!
Join us for the 2025 Orlando 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: The Florida Room at Dubsdread | 549 W Par St., Orlando, FL 32804
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
Employee Benefits Advisor
World Insurance Associates LLC
Managing Director
World Investment Advisors
Client Advisor, Employee Benefits
World Insurance Associates
Director, Population Health Management
World Insurance Associates
CFA, CAIA, Head of Aggregator Channel
Allianz
Unit Leader, Client Advisor
World Insurance Associates
2025 Philadelphia Healthcare & Retirement Plan Summit
11:30 AM - 3:30 PM
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: Morgan Lewis | 2222 Market St., 18th Floor, Philadelphia, PA 19103
VIP Cocktail Hour 3:30 pm - 4:30 pm | Cocktail Hour on 19th Floor
Discussion Topics
- What Every Fiduciary Needs to Know for 2025 & 2026
- Convergence of Healthcare & Retirement
- Advisor Benchmarking + RFI & RFP Best Practices
- Engaging Your Employees With Financial Wellness Programs
- Fiduciary Retirement Plan Hot Topics
- 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
Consultant
World Investment Advisors
Principal
World Insurance Associates LLC
Associate Attorney
Morgan, Lewis & Bockius, LLP
Associate Attorney
Morgan, Lewis & Bockius, LLP
Director, Pension Services Group
EisnerAmper
Head of Defined Contribution
Allianz Life Insurance Company of North America
2025 New York Healthcare & Retirement Plan Summit
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: TBA!
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
Managing Director
World Investment Advisors
Consultant
World Investment Advisors
Vice President
MBL Benefits Consulting
Sr. Manager, Audit
EisnerAmper
Head of Defined Contribution
Allianz Life Insurance Company of North America
2025 San Diego Healthcare & Retirement Plan Summit
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
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
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
Head of Carrier Relations & Placement
World Insurance Associates, LLC
SVP, Retirement Plan Consultant
World Investment Advisors
Partner
Pension Assurance LLP
2025 Tennessee Healthcare & Retirement Plan Summit
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.
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: Alliance Bernstein (AB) | 501 Commerce Street, Nashville, TN 37203
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
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
Vice President, Wealth Advisor & Investments
World Investment Advisors
Vice President, Client Services
World Investment Advisors
Southeast Division Revenue Leader
World Insurance Associates
Employee Benefits Division Growth Leader
World Insurance Associates LLC
2025 Houston Healthcare & Retirement Plan Summit
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!
Venue: Invesco | 11 Greenway Plaza, Suite 1000, Houston, TX 77046
Discussion Topics
- What Every Fiduciary Needs to Know for 2025 & 2026
- Economic Update & Market Outlook
- Advisor Benchmarking + RFI & RFP Best Practices
- 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
Managing Director
World Investment Advisors
AIF®, CPFA, CEO/President
WD Pensionmark
Executive VP/Chief Operating Officer
WD Pensionmark
Employee Benefits
World Insurance Associates
Division Leader, Gulf States
World Insurance Associates
Shareholder
Chamberlain Hrdlicka Attorneys At Law