2026 OKLAHOMA

HEALTHCARE & RETIREMENT PLAN SUMMIT

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Join us in Oklahoma!

Join us for the 2026 Oklahoma 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 - register now for yourself + a colleague!

Wednesday, September 16th, 2026

11:30am - 3:00pm | Lunch Included
+ Join us after presentations for a VIP Networking Happy Hour 3:00 - 4:00pm!

Venue: Gaillardia Country Club - 5300 Gaillardia Blvd, Oklahoma City, OK 73142
Map & Directions

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Hosts & Guest Speakers

Clay Kendall
Managing Director, Financial Advisor - WealthPath Investment Advisors

Erik Berry
Partner, Financial Advisor - WealthPath Investment Advisors

W. Dean Salyer
Managing Director, Regional Growth Leader - World Investment Advisors

Janelle Rivera
Vice President, Director of Operations - World Investment Advisors

Dawn Bailey
Client Advisor - World Insurance Associates

Gwen Mazzola
Assurance Partner - HoganTaylor LLP

Brandon Long
Attorney - McAfee & Taft

Katelyn Boone
Vice President - Fidelity Investments

+ More Speakers TBA!

• Discussion Topics

  • 2026 Employee Benefits Market Outlook

  • 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

• Course Objectives

  • 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

• Who Can Benefit

  • Finance, Human Resource and Benefit executives

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

  • Business Owners and Fiduciaries

• Approved RCH/CE Credits

  • 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! Nice Location- thank you! The areas of most value were the presentations on trends and benchmarking. I am interested in the complimentary resource mentioned with The SMARTMap Financial Wellness introduction.”

— Manager, Human Resources - Oklahoma based Philanthropic Organization

“5 Stars! Very good presentations. I am appreciative. The areas of most value = all.”

— Controller- Norman, OK based Foundation

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_{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.}

_{Rescheduled Events and Cancellations: Registrants will be notified prior to rescheduled or cancelled events.}

_{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.}