2026 NOVA Healthcare & Retirement Plan Summit
Mar
17
11:30 AM11:30

2026 NOVA Healthcare & Retirement Plan Summit

2026 NOVA

HEALTHCARE & RETIREMENT PLAN SUMMIT

Join us in Northern Virginia!

Join us for the 2026 NOVA Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 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 2026 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Tuesday, March 17th, 2026

11:30 am - 3:00pm | Lunch Included

Venue: Capital One Hall
7750 Capital One Tower Rd, Tysons, VA 22102

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

+ More Speakers TBA!

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

Eric Paley, Partner/Team Leader, Employee Benefits & Executive Compensation - Nixon Peabody

    • Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

    • 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

 

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.

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.

View Event →
2026 Baltimore Healthcare & Retirement Plan Summit
Mar
18
12:00 PM12:00

2026 Baltimore Healthcare & Retirement Plan Summit

  • The Cetner Club - Legg Mason Building (map)
  • Google Calendar ICS

2026 BALTIMORE

HEALTHCARE & RETIREMENT PLAN SUMMIT

Join us in Baltimore!

Join us for the 2026 Baltimore Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 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 2026 - from effective retirement plan management to total rewards strategies, advisor benchmarking + more.

Wednesday, March 18th, 2026

12:00pm - 3:00pm | Lunch Included

Venue: Center Club
100 Light Street, Baltimore, MD 21202

Map & Direction

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

Eric Paley, Partner/Team Leader, Employee Benefits & Executive Compensation - Nixon Peabody

+ More Speakers TBA!

    • Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

    • 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

 

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! The area of most value was the session on tips and tricks for improving enrollment. I am interested in the complimentary resources mentioned with The Retirement Plan Fee Benchmark & Analysis and accessing the Learning Management System (LMS) portal for continued fiduciary training.
— Senior HR Executive- Maryland based University
5 Stars! The area of most value was the Auditing Presentation. The area(s) of most value were the benchmarking (need of) + cost to company when retirement is delayed.
— Vice President Finance- Baltimore Based Nonprofit
5 Stars! The area of most value was the Retirement & Healthcare Convergence Presentation. The whole presentation was amazing. I am interested in the complimentary resource mentioned with The Retirement Plan Review and a follow up appointment with Shelly Horwitz in early Summer.
— Director of HR & Operations- Baltimore Based Law 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.

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.

View Event →
2026 Los Angeles Healthcare & Retirement Plan Summit
Mar
24
11:30 AM11:30

2026 Los Angeles Healthcare & Retirement Plan Summit

2026 LOS ANGELES

HEALTHCARE & RETIREMENT PLAN SUMMIT

Join us in LA!

Join us for the 2026 Los Angeles Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 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 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!

Tuesday, March 24th, 2026

11:30am - 3:00pm | Lunch Included

Venue: Luxe Sunset Boulevard Hotel
11461 Sunset Blvd, Los Angeles, CA 90049

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

+ More Speakers TBA!

    • Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

5 stars! Great educational session, Loved it! The area of most value was the session on understanding the plan fees and to do the plan fee benchmark study every 2-3 years. My team is interested in the complimentary resources mentioned with the plan fees/investment benchmark and would request a follow up appointment with Shannon Main and the Retirement Plan Experts @ World Investment Advisors at the end of this year.
— Senior Vice President- Finance- Los Angeles Based Film Industry Company
5 stars! Thank you! Excellent! The areas of most value were the sessions on understanding the plan fees and audit tips. My team is interested in the complimentary resources mentioned with the plan fees/investment benchmark and would request a follow up appointment with Shannon Main and the Retirement Plan Experts @ World Investment Advisors at the beginning of 2025.
— HR & Payroll Executive- Los Alamitos Based Credit Union
 

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 →
2026 Orange County Healthcare & Retirement Plan Summit
Mar
25
11:30 AM11:30

2026 Orange County Healthcare & Retirement Plan Summit

2026 ORANGE COUNTY

HEALTHCARE & RETIREMENT PLAN SUMMIT

Join us in OC!

Join us for the 2026 Orange County Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 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 2026 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Wednesday, March 25th, 2026

11:30am - 3:00pm | Lunch Included

Venue: Capital Group Campus
6455 Irvine Center Dr. Irvine, CA  92618

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

+ More Speakers TBA!

Survey Launch


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

    • Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

    • 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! 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.

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.

View Event →
2026 Arizona Healthcare & Retirement Plan Summit
May
6
8:30 AM08:30

2026 Arizona Healthcare & Retirement Plan Summit

2026 ARIZONA

HEALTHCARE & RETIREMENT PLAN SUMMIT

Join us in Arizona!

Join us for the 2026 Arizona Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 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 2026 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Wednesday, May 6th, 2026

8:30am - 12:00pm | Breakfast Included

Venue: Gainey Ranch Golf Club
7600 E Gainey Club Dr, Scottsdale, AZ 85258

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

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

+ More Speakers TBA!

    • 2026 Employee Benefits Market Outlook Survey & Action Plan

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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 & Reviews

5 stars! Please send me the zoom training links and Learning Management System (LMS) portal for 401(k) and benefit info training. I am interested in the complimentary resources mentioned with The Retirement Plan Fee Benchmark Review, Healthcare Employee Benefits Plan Review, and accessing the Learning Management System (LMS) portal for continued fiduciary training. The best time for a follow up appointment with Shannon Main and Eric Stern is next month.
— Human Resources Manager & Office Manager- Scottsdale, AZ based Real Estate Agency
5 Stars across the board! Already working with Eric Stern and The World Employee Benefits Team so all taken care of with that partnership.
— CFO- Mesa, AZ Based Construction Services Company
5 Stars! Lovely venue and setup. Wonderful with breakfast, thank you for hosting! The areas of most value = honestly all of it. Some validated decisions/direction we’ve taken, and others are identifiable areas of opportunity we need to explore more. I am interested in the complimentary resources mentioned with The Retirement Plan Review and SMARTMap financial wellness introduction. The best time for a follow up appointment with Shannon Main is next month.
— Director of Human Resources- Mesa, AZ Based Business Management Consultants

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.

View Event →
2026 San Antonio Fiduciary Summit
May
20
12:00 PM12:00

2026 San Antonio Fiduciary Summit

2026 SAN ANTONIO

FIDUCIARY SUMMIT

Join us in San Antonio!

Join us for the 2026 San Antonio Fiduciary Summit! This education-focused workshop event is part of the 2026 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 2026 - register now for yourself + a colleague!

Wednesday, May 20th, 2026

12:00pm - 3:00pm | Lunch Included

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

Dean Salyer,

Managing Director, Regional Growth Leader - World Investment Advisors

Janelle Rivera,

Vice President, Director of Operations - World Investment Advisors

Daniel Clark,

Director, Retirement Plan Consultant - World Investment Advisors

+ More Speakers TBA!

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

    • 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! 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
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
 

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.

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.

View Event →
2026 Central Texas Fiduciary Summit
Jun
10
12:00 PM12:00

2026 Central Texas Fiduciary Summit

2026 CENTRAL TEXAS

FIDUCIARY SUMMIT

Join us in Central Texas!

Join us for the 2026 Central Texas Fiduciary Summit! This education-focused workshop event is part of the 2026 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 2026 - register now for yourself + a colleague!

Wednesday, June 10th, 2026

12:00pm - 3:00pm

Venue: TBA!

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,

Vice President, Director of Operations - World Investment Advisors

Daniel Clark,

Director, Retirement Plan Consultant - World Investment Advisors

+ More Speakers TBA!

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

    • 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

5 stars! It was great! Good balance and variety of speakers & content. I am interested in the complimentary resources mentioned with The SMARTMap® Financial Wellness Introduction.
— CFO- Austin based Non-Profit
5 Stars! I would have loved more time with the speed dating topics. The areas of most value were compliance and insurance. I would like to learn more about The professional liability assessment. Well done! Thank you so much!
— Controller- Austin based Cloud Technology Services Firm
5 stars! I really like the speed dating format. I am interested in the complimentary resources mentioned with Retirement Plan Review and the follow up appointment with your local retirement plan expert and my CFO.
— VP of Legal & HR- Austin based ID Technology Company
 

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.

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.

View Event →
2026 Atlanta Healthcare & Retirement Plan Summit
Jul
14
11:30 AM11:30

2026 Atlanta Healthcare & Retirement Plan Summit

2026 ATLANTA

HEALTHCARE & RETIREMENT PLAN SUMMIT

Join us in Atlanta!

Join us for the 2026 Atlanta Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2026 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 2026 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Tuesday, July 14th, 2026

11:30am - 3:00pm | Lunch Included

Venue: Invesco
1331 Spring St NW STE 2500, Atlanta, GA 30309

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

James Vanke,

Managing Director - World Investment Advisors

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

+ More Speakers TBA!

    • Employee Benefit Plan Fee Litigation: The Next Wave of E.R.I.S.A. Litigation?

    • What Every Fiduciary Needs to Know for 2026

    • The Retirement Plan Vendor RFI/RFP Process

    • Engaging Your Employees with Financial Wellness Programs

    • Plan Sponsor Local & National Case Studies and Success Stories

    • 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

    • 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

 

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! The area of most value was the Auditing Presentation. I am interested in the complimentary resource mentioned with The SMARTMap® Financial Wellness Introduction.
— Chief People Officer (CPO)- Atlanta Based Nonprofit
5 Stars! The area of most value was the Retirement & Healthcare Convergence Presentation. I am interested in the complimentary resource mentioned with The Retirement Plan Review as we plan to do a full analysis and RFP later this year.
— Controller- Atlanta Based Law Firm
5 stars! Great session, quality vendors. speakers were very knowledgable. The area of most value was the sessions on 401(k) auditing. I am interested in the complimentary resources mentioned with The Professional Liability Coverage Assessment, Advisor Specialist vs. Generalist Survey, SMARTMap® Financial Wellness Introduction, and Healthcare/H&W Plan Review.
— Global Benefits Senior Manager- Atlanta based Software Development Company

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.

View Event →