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 14th, 2025
8:30am - 12:00pm | Breakfast Included
Venue: Gainey Ranch Golf Club, 7600 E Gainey Club Dr, Scottsdale, AZ 85258
*$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!
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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
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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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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
*$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.”
“5 Stars across the board! Already working with Eric Stern and The World Employee Benefits Team so all taken care of with that partnership.”
“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.”
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.