2025 NOVA Healthcare & Retirement Plan Summit
Mar
18
11:30 AM11:30

2025 NOVA Healthcare & Retirement Plan Summit

2025 NOVA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

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.

Tuesday, March 18th, 2025

11:30am - 3:00pm

Venue: Tysons Corner Marriott, 8028 Leesburg Pike, Tysons, VA 22182

Map & Directions

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shelly Horwitz, Managing Director - World Investment Advisors

Jay M. Kirschbaum, SVP, Director of Benefits Compliance, Employee Benefits Practice - World Insurance Associates, LLC

Rob Appleman, Director of Investment and Client Services - World Investment Advisors

Megan DeGroat, CPA, Director, Audit Services - SC&H

John Peterson, Chief Growth Officer - World Insurance Associates LLC

Jodi Green, Esq.,  Employee Benefits & ERISA Compliance, Tatum Hillman & Powell, LLP

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

+ More Speakers TBA!

 

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Previous Summit Highlights & Reviews


5 Stars! All was valuable- that is why I attended, love the shorter sessions, gave us the good stuff without the fluff! The SECURE 2.0 speaker was amazing, all were great. Great info plus consumable. I’m interested in a follow up on Healthcare/H&W cost reduction strategies.
— HR Manager, VA-Based Consulting Firm
5 Stars! I’m interested in the complimentary Retirement Plan Review + Healthcare/H&W Plan Review. We are also looking at our plan design/matching format next month and request the resource discussed on Plan Design/Match Change Cost Analysis.
— CFO, Washington D.C.-Based Non-Profit

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 Baltimore Fiduciary Summit
Mar
19
12:00 PM12:00

2025 Baltimore Fiduciary Summit

2025 BALTIMORE

FIDUCIARY SUMMIT

 
 

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.

Wednesday, March 19th, 2025

12:00 - 2:00pm

Venue: The Center Club - Legg Mason Building, 100 Light St #16, Baltimore, MD 21202

Survey Launch


*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shelly Horwitz,

Managing Director - World Investment Advisors

Rob Appleman,

Director of Investment and Client Services - World Investment Advisors

Megan DeGroat, CPA, Director, Audit Services - SC&H

+ More Speakers TBA!

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

 

Survey Launch


*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Previous Summit Reviews

5 Stars! All was valuable- that is why I attended, love the shorter sessions, gave us the good stuff without the fluff! The SECURE 2.0 speaker was amazing, all were great. Great info plus consumable. I’m interested in a follow up on Healthcare/H&W cost reduction strategies.
— HR Manager, VA-Based Consulting Firm
5 Stars! I’m interested in the complimentary Retirement Plan Review + Healthcare/H&W Plan Review. We are also looking at our plan design/matching format next month and request the resource discussed on Plan Design/Match Change Cost Analysis.
— CFO, Washington D.C.-Based Non-Profit

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 Silicon Valley Fiduciary Summit
Mar
26
12:00 PM12:00

2025 Silicon Valley Fiduciary Summit

2025 SILICON VALLEY

FIDUCIARY SUMMIT

 
 

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!

Wednesday, March 26th, 2025

12:00pm - 3:00pm

Venue: The Santa Clara Convention Center - 5001 Great America Pkwy, Santa Clara, CA 95054

Map & Directions

Survey Launch


*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shannon Main, Regional Growth Leader - World Investment Advisors

Pete Ravani, Managing Director at Ravani Retirement & Wealth Solutions - World Investment Advisors

John C. Kim, Managing Director at Sourjohn-Kim Retirement Solutions - World Investment Advisors

Robert Gower, Director - Trucker Huss

Bryan Card, Associate - Trucker Huss

Jason Figgat, CPA, Partner - Pension Assurance

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

+ More Speakers TBA!

 

Survey Launch


*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 Orange County Healthcare & Retirement Plan Summit
Mar
27
11:30 AM11:30

2025 Orange County Healthcare & Retirement Plan Summit

2025 ORANGE COUNTY

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

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.

Thursday, March 27th, 2025

11:30am - 3:00pm

Venue: Andrei's Restaurant, 2607 Main Street, Irvine, CA 92614

Map & Directions

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shannon Main, Regional Growth Leader - World Investment Advisors

Jonathan Martinez, SVP, Retirement Plan Consultant - World Investment Advisors

Jay M. Kirschbaum, SVP, Director of Benefits Compliance, Employee Benefits Practice - World Insurance Associates, LLC

Jordan Cross, QKA, President - CrossPlans

Ryan Gensicke, Managing Director - World Investment Advisors

Jocelyn Potter, CPA, Partner, Assurance & Advisory - LSL

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

+ More Speakers TBA!

Previous Summit Highlights & Reviews

5 Stars! The current industry updates for retirement plans & employee benefits were most valuable. I’m interested in a follow up on Healthcare/H&W cost reduction strategies and a more formal Employee Benefits plan review.
— HR Executive - Vernon-Based Food Distribution Company
5 Stars! I’m interested in the complimentary Healthcare/H&W Plan Review along with the Healthcare cost with the reduction strategies.
— CFO - SoCal-Based Non-Profit
5 Stars! The Health Plan and compliance law updates were most valuable. I’m interested in the Retirement Plan Review and Healthcare/H&W/Employee Benefits Plan Review along with the SMARTMap Financial Wellness introduction. I am a member of the PIHRA (professionals in Human Resources) I think they would love to hear some of this as part of member education. This was a wonderful presentation and well executed. I would love to stay in touch!
— HR Executive - Orange County-Based Consulting Firm

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 South Florida Healthcare & Retirement Plan Summit
Apr
10
11:30 AM11:30

2025 South Florida Healthcare & Retirement Plan Summit

2025 SOUTH FLORIDA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

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!

Thursday, April 10th, 2025

11:30am - 3:00pm

Venue : TBA!

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Ted Konstantopoulos, Employee Benefits Division Growth Leader - World Insurance Associates LLC


Martha Castellanos Pollo, GBDS, Employee Benefits Advisor - World Insurance Associates LLC

Brian M. Correia, MPA, Employee Benefits Advisor - World Insurance Associates LLC

Gregory Leifer, CLU, FL Division Leader - World Insurance Associates LLC

Jim Lyday, Managing Director – World Investment Advisors

+ More Speakers TBA!

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Previous Summit Highlights

 
 

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 Philadelphia Healthcare & Retirement Plan Summit
Apr
22
11:30 AM11:30

2025 Philadelphia Healthcare & Retirement Plan Summit

2025 PHILADELPHIA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

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!

Tuesday, April 22nd, 2025

11:30am - 3:00pm | Optional VIP Stadium Tour 3:00pm - 4:00pm

Venue: Citizens Bank Park, 1 Citizens Bank Way, Philadelphia, PA 19148

Map & Directions

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Bob Scherzer,

Managing Director - World Investment Advisors

John Peterson,

Chief Growth Officer - World Insurance Associates LLC

Connor Scherzer,

Consultant - World Investment Advisors

+ More Speakers TBA!

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

Previous Summit Highlights & Reviews

April 2024

September 2024

5 stars! The presenters did an excellent job- especially on the healthcare. The area of most value was the information on funding for health insurance plans. I am interested in the complimentary resource and SMARTMap® Financial Wellness Introduction.
— HR Executive- PA based Non-Profit
5 Stars! The areas of most value were the sessions on maximizing capital efficiency of health plans & Financial wellness for employees. I would like to request the complimentary resource and Healthcare/Employee Benefits Plan Review appointment next month. Thank You!
— Director of Finance- PA based Materials Distribution Company
5 Stars across the board! Thanks! This was well planned and executed. The area of most value was the Benefits Funding session. I am interested in the complimentary resources- Healthcare/H&W Plan Review, SMARTMap® Financial Wellness Introduction. Next month is preferred for my follow up appointment.
— Chief People Officer- Exton, PA HR Technology Company
 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 New York Healthcare & Retirement Plan Summit
Apr
23
11:30 AM11:30

2025 New York Healthcare & Retirement Plan Summit

2025 NEW YORK

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

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!

Wednesday, April 23rd, 2025

11:30am - 3:00pm | Venue: TBA!

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Bob Scherzer,

Managing Director - World Investment Advisors

John Peterson,

Chief Growth Officer - World Insurance Associates LLC

Connor Scherzer,

Consultant - World Investment Advisors

Sylwia Hejzner,

Sr. Manager, Audit - EisnerAmper

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates

+ More Speakers TBA!

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

Previous Summit Highlights & Reviews

September 2024

5 stars! Great Information and future contacts for services. The areas of most value were the sessions on Employer Benefits & Wellness, Financial literacy & auditing. I am interested in the complimentary resources mentioned with The Retirement Plan Review, Healthcare/H&W Plan Review, SMARTMap® Financial Wellness Introduction, Professional Liability Assessment.
— HR Executive- NYC based Non-Profit
5 Stars! I really enjoyed the Healthcare Illustration and opportunity to analyze our current Healthcare/Medical spend. Let’s target next month for our follow up appointment?
— CFO- NYC Charter School
5 Stars across the board! The areas of most value were the presentations on Risk/Commercial Insurance and the Retirement Plan Benefits.
— Attorney- Manhattan based Law Firm
 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 San Antonio Fiduciary Summit
Apr
24
12:00 PM12:00

2025 San Antonio Fiduciary Summit

2025 SAN ANTONIO

FIDUCIARY SUMMIT

 
 

Join us in San Antonio!

Join us for the 2025 San Antonio 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!

Thursday, April 24th, 2025

12:00pm - 3:00pm + Optional VIP Happy Hour 3:00pm - 4:00pm

Venue: Estancia Del Norte San Antonio - 37 NE Loop 410, San Antonio, TX 78216

Map & Directions

Survey Launch


*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Dean Salyer,

Managing Director, Regional Growth Leader - World Investment Advisors

Janelle Rivera,

Executive VP/COO, WDPensionmark - World Investment Advisors

Daniel Clark,

VP Retirement Plan Specialist, WDPensionmark - World Investment Advisors

Cade Johnson,

Relationship Manager, WDPensionmark - World Investment Advisors

+ More Speakers TBA!

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

5 stars! Great presentation, very helpful presenters, and great venue! The areas of most value were the sessions on healthcare and the financial wellness solutions for my employees. I am interested in the complimentary resources mentioned with The Retirement Plan Review and SMARTMap® Financial Wellness Introduction.
— CEO- San Antonio based Non-Profit
5 Stars! I really enjoyed Dean Salyer’s session on plan sponsor challenges and fears. I really enjoyed the round table presentations- maybe increase the time per person to dig a bit deeper. I would like to learn more about the SMARTMap® Financial Wellness service.
— Senior HR Manager- Central TX based Construction Company
5 stars! The areas of most value were the compliance sessions. I am interested in the complimentary resources mentioned with The SECURE 2.0 Timelines & Deliverables.
— CFO- TX based General Contractors
 

Survey Launch


*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 Tennessee Healthcare & Retirement Plan Summit
May
8
11:30 AM11:30

2025 Tennessee Healthcare & Retirement Plan Summit

2025 TENNESSEE

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

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!

Thursday, May 8th, 2025

11:30am - 3:00pm

Venue: Richland Country Club - 1 Club Dr. Nashville, TN, 37215 | Map & Directions

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Jim Lyday,

Managing Director – World Investment Advisors

Mike Barton,

Chief Growth Officer, Employee Benefits Practice - World Insurance Associates

Pierce Trcka, CFP®,

Vice President, Wealth Advisor & Investments - World Investment Advisors

+ More Speakers TBA!

Jennifer Baugh,

Vice President, Client Services - World Investment Advisors

    • 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

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

Previous Summit Highlights & Reviews

September 2024

The Speed Dating was incredible, and I wish there was more time! I’m interested in a follow up Healthcare/H&W plan review and an introduction to the SMARTMap Financial Wellness solution.
— Manager- TN Based Higher Education Industry
Very friendly & not pushy @ all! The areas of most value were Jim’s review of ERISA compliance and Advisor roles + Mike’s secrets of underwriting and what to look out for w/ renewals. I’m interested in an introduction to the SMARTMap Financial Wellness solution.
— Senior Director- Employee Benefits- TN Based Real Estate Industry
Great session. I especially enjoyed the speed dating! The areas of most value were both the 401(k) and Healthcare. Both were informative. I’m interested in an introduction to the SMARTMap Financial Wellness solution and the SECURE 2.0 Timelines & Deliverables resource.
— Associate Manager- Finance- TN Based Architecture & Engineering Firm
 

Survey Launch

*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

 

Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →
2025 Arizona Healthcare & Retirement Plan Summit
May
14
8:30 AM08:30

2025 Arizona Healthcare & Retirement Plan Summit

2025 ARIZONA

HEALTHCARE & RETIREMENT PLAN SUMMIT

 
 

Join us in Scottsdale!

Join us for the 2025 Arizona 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.

Wednesday, May 14th, 2025

8:30am - 12:00pm

Venue: SkySong, the ASU Scottsdale Innovation Center | 1475 N. Scottsdale Rd., Suite 200 | Scottsdale, AZ 85257

Map & Directions

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920

Hosts & Guest Speakers

Shannon Main, Regional Growth Leader - World Investment Advisors

+ More Speakers TBA!

Eric Stern, Unite Leader - Stern Insurance Group, A Divison of World

Joe Valerio, Division Leader - World Insurance Associates

    • Convergence of Healthcare & Retirement

    • What Every Fiduciary Needs to Know for 2025

    • 2025 Employee Benefits Market Outlook

    • Risk Exposures & Solutions for Fiduciaries

    • Advisor Benchmarking + RFI & RFP Best Practices

    • Measure, evaluate and benchmark your current plan

    • Maintain ERISA compliance & get clarity and direction on best practices

    • Discover new ideas and insider tools & training to improve employee outcomes

    • Network with peers and industry leaders

    • Finance, Human Resource and Benefit executives

    • Plan Sponsors with 401k, 403b, 457 or DB Pension plans

    • Business Owners and Fiduciaries

    • 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

Survey Launch


*$250 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920


Attendance Policy: The intended audience for each summit is exclusively for retirement plan sponsors. Priority will be given to plan sponsors who participate in the one-minute Retirement Road Show Survey and completion of the survey will grant a waived registration fee. This fee waiver is available on a limited basis. Approved guests will be granted: admittance, lunch (in-person), and access to summit reports.

Advance Preparation: For virtual attendance, you must have the latest version of Zoom downloaded and installed on your computer or device with the ability to watch, listen, and partake in virtual polling.

Prerequisites Required: No prerequisites required to attend this event.

Cancellations & Refunds: If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

CE Credit Approval

CPE/CPA: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit

SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

View Event →