Join us in South Florida!

Join us for the 2023 South Florida Healthcare & Retirement Plan Summit! This in person and livestream event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Preserving the Value of Your Total Rewards Strategy Amidst Hyper-Inflation

• How To Engage Your Employees With Financial Wellness Programs

• More Topics TBA!

Thursday, November 9th, 2023

11:00 am - 3:00 pm

Venue: Hyatt Regency Coral Gables,
50 Alhambra Plaza
Coral Gables, Florida, 33134

Luncheon included | Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Utah!

Join us for the 2023 Utah Fiduciary Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• Effective RFI/RFP/Benchmarking Strategies

• How To Engage Your Employees With Financial Wellness Programs

• SECURE 2.0 Updates & Plan Sponsor Action Timelines

• More Topics TBA!

Thursday, November 2nd, 2023

11:00 am - 3:00 pm

Venue: The Grand America Hotel,
555 Main St, Salt Lake City, UT 84111

Luncheon Included | Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in New Jersey!

Join us for the 2023 New Jersey Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare & retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Preserving the Value of Your Total Rewards Strategy Amidst Hyper-Inflation

• How To Engage Your Employees With Financial Wellness Programs 

• More Topics TBA!

Wednesday, October 25th, 2023

12:00 pm - 3:00 pm

Venue: The Westin Princeton at Forrestal Village,
201 Village Boulevard, Princeton, New Jersey, 08540

Luncheon included | Health & Safety Measures

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in NYC!

Join us for the 2023 New York Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare & retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Preserving the Value of Your Total Rewards Strategy Amidst Hyper-Inflation

• How To Engage Your Employees With Financial Wellness Programs 

• Forfeitures and Retirement Plan Expenses

• More Topics TBA!

Tuesday, October 24th, 2023

12:00 pm - 3:00 pm

Venue: Paris Room at Jay Suites,
109 W 39th Street - Second Floor, New York, NY 10018

Luncheon included | Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Boston!

Join us for the 2023 Boston Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare & retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• How To Engage Your Employees With Financial Wellness Programs 

• Plan Governance and SECURE 2.0

• The Future of Work & Modern Workforce Solutions

• More Topics TBA!

Wednesday, September 20th, 2023

12:00 pm - 3:00 pm

Venue: Conference Center at Waltham Woods - 860 Winter St, Waltham, MA 02451

Luncheon included | Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Cincinnati!

Join us for the 2023 Cincinnati Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event!

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• How To Engage Your Employees With Financial Wellness Programs

• More Topics TBA!

Tuesday, September 19th

11:00 am - 3:00 pm EST

Venue: The Lytle Park Hotel, Autograph Collection - 311 Pike St, Cincinnati, OH 45202

Luncheon included | Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Tennessee!

Join us for the 2023 Tennessee Healthcare & Retirement Plan Summit! This in person and livestream event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event - in person or online!

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• How To Engage Your Employees With Financial Wellness Programs

• More Topics TBA!

Tuesday, September 12th, 2023

11:00 am - 3:00 pm

Venue: Loews Vanderbilt Hotel, 2100 West End Ave, Nashville, TN 37203

Luncheon included | Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in San Antonio!

Join us for the 2023 San Antonio Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event!

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• How To Engage Your Employees With Financial Wellness Programs

• More Topics TBA!

Tuesday, August 29th

11:00 am - 3:00 pm CST

The Club At Sonterra

901 E Sonterra Blvd, San Antonio, TX 78258

Luncheon included

Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Arkansas!

Join us for the 2023 Arkansas Fiduciary Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• Effective RFI/RFP/Benchmarking Strategies

• How To Engage Your Employees With Financial Wellness Programs

• SECURE 2.0 Updates & Plan Sponsor Action Timelines

• More Topics TBA!

Tuesday, August 22nd, 2023

11:00 am - 3:00 pm

Venue: Supply Chain Hall of Fame, 5111 W JB Hunt Drive, Rogers, AR 72758

Luncheon and optional networking happy hour included!

Health & Safety Measures

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Los Angeles!

Join us for the 2023 Los Angeles Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Healthcare, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• Effective RFI/RFP/Benchmarking Strategies

• How To Engage Your Employees With Financial Wellness Programs

• SECURE 2.0 Updates & Plan Sponsor Action Timelines

• Trends in Modernizing Your Healthcare Program

• More Topics TBA!

Thursday, August 17th, 2023

11:00 am - 3:00 pm

Venue: Beverly Hills Marriott, 1150 S Beverly Dr, Los Angeles, CA 90035 | Luncheon included

Health & Safety Measures

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Minnesota!

Join us for the 2023 Minnesota Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event!

Discussion Topics:

• What Every Fiduciary Needs to Know for 2023

• Convergence of Healthcare & Retirement

• Healthcare Cost Reduction Strategies

• Top Plan Sponsor Trends & Industry Best Practices

• PEPs- Reduce Work and Maximize Fiduciary Protection

• More Topics TBA!

Tuesday, July 18th, 2023

11:00 am - 3:00 pm

Venue: Mendakota Country Club - 2075 Mendakota Drive, Mendota Heights, MN, 55120 United States

Luncheon included

Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Tampa!

Join us for the 2023 Tampa Fiduciary Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Retirement Plan Benchmarking

• RFP & RFI Best Practices

• Market Volatility & Financial Wellness Solutions

• SECURE 2.0 Updates & Plan Sponsor Action Timelines

• More Topics TBA!

Tuesday, May 2nd, 2023

12:00 pm - 4:00 pm

Venue: Centre Club - 123 S West Shore Blvd., 8th Floor, Tampa, FL 33609

Luncheon included

Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in NOVA!

Join us for the 2023 NOVA Healthcare & Retirement Plan Summit! This in person and livestream event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• Convergence of Healthcare & Retirement 

• What Every Fiduciary Needs to Know for 2023

• Total Rewards Industry Trends

• How To Engage Your Employees With Financial Wellness Programs

• Trends In Modernizing Your Health Insurance Program

• SECURE 2.0 Update & Plan Sponsor Action Timelines 

• Ask The Experts Panel: Interactive Q&A

• More Topics TBA!

Thursday, April 27th, 2023

11:00 am - 4:00 pm

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

Luncheon included

Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Orange County!

Join us for the 2023 Orange County Healthcare & Retirement Plan Summit! This event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Healthcare Benefit Executives, Business Owners, and Fiduciaries to discuss best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event!

Discussion Topics:

• What Every Fiduciary Needs to Know for 2023

• Convergence of Healthcare & Retirement 

• Healthcare Cost Reduction Strategies

• Top Plan Sponsor Trends & Industry Best Practices

• Ask the Experts Panel: Interactive Q&A

• More Topics TBA!

Wednesday, April 19th, 2023

11:00 am - 3:00 pm

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

Luncheon included | Map Directions

Health & Safety Measures

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.

Join us in Jacksonville!

Join us for the 2023 Jacksonville Fiduciary Summit! This in person and livestream event is part of the 2023 Retirement Plan Road Show, which has helped thousands of plan sponsors positively impact millions of America’s participants.

You can expect an education focused, workshop style conference intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Our diverse group of industry experts and plan sponsors make each of our Retirement Plan Summit seminars a can’t miss event.

Discussion Topics:

• What Every Fiduciary Needs to Know

• Top Issues Facing Retirement Plan Sponsors

• Knowing Your Plan Fees

• IRS & DOL Correction Procedures for Plan Errors

• Financial Wellness

• RFP & RFI Best Practices

• Interactive Plan Design & Matching Optimization

• SECURE 2.0 Updates & Plan Sponsor Action Timelines

• More Topics TBA!

Thursday, March 9th, 2023

11:00 am - 3:00 pm

Venue: UNF - Adam W. Herbert University Center, 12000 Alumni Drive, Bldg. 43, Jacksonville, FL 32224

Luncheon included

Health & Safety Measures

More Speakers TBA!

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

Certified CE Credit

• 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

Make the Most of Your Event

Review Your Plan Now

Read our Plan Sponsor Welcome Guide:

Confirming your registration and receiving important event information

What to expect before, during, and after the event

Post-conference tools, resources and contacts

Complimentary preliminary plan evaluations:

• CE credit approved virtual training sessions tailored to your plan needs

• Customized tools and resources

• Personalized plan evaluation and service provider matching

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. (Complete the form below to get started.)

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: 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.