2024 BAY AREA

HEALTHCARE & RETIREMENT PLAN SUMMIT

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Join us in the Bay Area!

Join us for the 2024 Bay Area Healthcare & Retirement Plan Summit! This education-focused workshop event is part of the 2024 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 2024 - from the convergence of healthcare & retirement to total rewards strategies, risk exposures, advisor benchmarking + more.

Thursday, March 21st, 2024

11:00am - 3:00pm | San Ramon Marriott

2600 Bishop Dr, San Ramon, CA 94583

Map & Directions | Health & Safety Measures

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

Hosts & Guest Speakers

John C. Kim, Managing Partner, Sr. Financial Planner – Sourjohn-Kim Retirement Solutions

Pete Ravani, Managing Director at Ravani Retirement & Wealth Solutions · Pensionmark, A World Company

Robert Gower, Director - Trucker Huss

Mike Barton, Chief Growth Officer, Employee Benefits Practice - World Insurance Associates, LLC

Frank P. Costa, CIC, CRM, Chief Growth Officer - World Insurance Associates, LLC

Josh Simerman, Head of Carrier Relations and Placement - World Insurance Associates, LLC

• Discussion Topics

  • What Every Fiduciary Needs to Know for 2024

  • Convergence of Healthcare & Retirement

  • Preserving & Enhancing the Value of Your Total Rewards Strategy

  • Advisor Benchmarking + RFI & RFP Best Practices

  • Risk Exposures & Solutions for Fiduciaries

  • Maximizing Capital Efficiency in Your Health Plan

• 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

Sara Taeb, Senior Human Capital Management Consultant - Coastal Payroll

Tawny LaRosa, Senior Human Capital Management Consultant, Coastal Payroll

+ More Speakers TBA!

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

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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.}

_{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.}