2025 CENTRAL TEXAS
FIDUCIARY SUMMIT
Join us in Central Texas!
Join us for the 2025 Central Texas Fiduciary Summit! This education-focused workshop event is part of the 2025 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 2025 - register now for yourself + a colleague!
Thursday, June 12th, 2025
12:00pm - 3:00pm
Venue: Dimensional Fund Advisors
Dimensional Place, 6300 Bee Cave Rd, Building One, Austin, TX 78746
Map & Directions
*$150 fee waived for select qualified plan sponsors who complete the registration survey or call (619) 795-3920
Hosts & Guest Speakers
Managing Director, Regional Growth Leader - World Investment Advisors
Executive VP/COO, WDPensionmark - World Investment Advisors
VP Retirement Plan Specialist, WDPensionmark - World Investment Advisors
Relationship Manager, WDPensionmark - World Investment Advisors
Managing Director - World Investment Advisors
+ More Speakers TBA!
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What Every Fiduciary Needs to Know for 2025
Advisor Benchmarking + RFI & RFP Best Practices
Plan Sponsor Success Case Studies & Practical Applications
How to Engage Your Employees With Financial Wellness Programs
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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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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.”
“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!”
“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.”
*$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.