2025 TEXAS
HEALTHCARE & RETIREMENT PLAN SUMMIT
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!
Thursday, July 17th, 2025
12:30pm - 3:30pm | Lunch + Presentations
Optional:
3:30pm - 4:00pm | Fidelity Investments “Behind the Scenes” VIP Tour
4:00pm - 5:00pm | Fiduciary Retreat Cocktail Hour
Venue: Fidelity Investments - 1 Destiny Way, Westlake, TX 7626
Map & Directions
*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Managing Director, Regional Growth Leader - World Investment Advisors
Vice President, Director of Operations - World Investment Advisors
Director, Retirement Plan Consultant - World Investment Advisors
Joe Stack, Managing Director - World Investment Advisors
+ More Speakers TBA!
Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC
John Peterson, Chief Growth Officer - World Insurance Associates
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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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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
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Finance, Human Resource and Benefit executives
Plan Sponsors with 401k, 403b, 457 or DB Pension plans
Business Owners and Fiduciaries
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NASBA CPE: 3 Hours CPE for CPAs
‣ Finance: 1.5 Hours
‣ Personnel/Human Resources: 1.5 Hours
HRCI: 3 Hours HRCI / SPHR / PHR / GPHR HR (General) Credits
SHRM: 3 Hours SHRM Professional Development Credits (PDCs)
CEBS Eligible
Previous Summit Highlights & Reviews
“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.”
“5 Stars! The areas of most value were the sessions on the broker performance for health benefits and the role of the advisor for retirement plan programs. I would like to learn more about The Advisor Specialist vs. Generalist Survey and will include my CFO on a follow up appointment with Dean Salyer and your Retirement Plan Experts.”
“ 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.”
*$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.
RCH/CE Credit Approval
NASBA CPE for CPAs: 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.