Healthcare & Retirement Plan Summit 2023 - South Florida | Xponential Growth Solutions | 9 November 2023 | Hyatt Regency Coral Gables, 50 Alhambra Plaza, Coral Gables, FL 33134, USA

Venue
Hyatt Regency Coral Gables
Hyatt Regency Coral Gables, 50 Alhambra Plaza, Coral Gables, FL 33134, USA

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Event Date Thu Nov 9 EST (about 1 year ago)
Location Hyatt Regency Coral Gables
50 Alhambra Plaza, Coral Gables, FL 33134, USA
Region Americas
Details

This in person and livestream event is part of this events, 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!

Who Can Benefit
• Finance, Human Resource and Benefit executives
• Plan Sponsors with 401k, 403b, 457 or DB Pension plans
• Business Owners and Fiduciaries

Speakers

2023 Speakers

Jim Lyday
Managing Director – Pensionmark Nashville

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

Daniel Shapiro, AIF, CPFA
Principal, DCS Pensionmark

Alexandrea Reggiani
Assurance Manager, BDO

Monica Sepulveda Fernandez, CPA
Assurance Director, BDO

Dan Graham
Vice President, Distribution- Retirement Solutions, Principal

Ayal Stern
Co-CEO, ThriveDX

Dan Vigdor
Founder, Co-CEO, Executive Chairman, ThriveDX