Healthcare & Retirement Plan Summit 2022 - Cincinnati | Xponential Growth Solutions | 2 November 2022 | Cintas Center At Xavier University, 1624 Musketeer Dr, Cincinnati, OH 45207, USA

Venue
Cintas Center At Xavier University
Cintas Center At Xavier University, 1624 Musketeer Dr, Cincinnati, OH 45207, USA

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Event Date Wed Nov 2 EDT (about 2 years ago)
Location Cintas Center At Xavier University
1624 Musketeer Dr, Cincinnati, OH 45207, USA
Region Americas
Details

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 - in person or online!

Discussion Topics:
• 8 Steps Retirement Survival Guide/Road Map to Recovery
• Decoding The Generations
• Save More With Less: Plan Design
• Look Below the Surface
• PEP Best Practices
• Interactive Plan Design & Matching Optimization
• Voice of the American Worker Survey: Key Findings (2022 Harris Poll)
• More Topics TBA!

Speakers

2022 Speakers

Michael Morris
Managing Director, Pensionmark Financial Group

Jonathan Young, PPC, QPFC
Senior National Accounts Manager - Capital Group, American Funds

Michael Andrulis, DCIO
Sr. Internal Investment Specialist, Putnam Investments

John Kutz, ARPC®, CMFC®
Director, Strategic Distribution, Franklin Templeton

Sponsors & Partners

2022 Sponsors

• CAPITAL GROUP AMERICAN FUNDS
• PGIM
• FRANKLIN TEMPLETON
• Putnam Investments
• EMPOWER
• Fidelity Investments
• securian Financial