Minnesota Healthcare & Retirement Plan Summit 2022 | X Growth Solutions | 20 July 2022 | Mendakota Country Club, 2075 Mendakota Dr, Mendota Heights, MN 55120, USA

Venue
Mendakota Country Club
Mendakota Country Club, 2075 Mendakota Dr, Mendota Heights, MN 55120, USA

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Event Date Wed Jul 20 CDT (about 1 year ago)
In your timezone (EDT): Wed Jul 20 1:00am - Wed Jul 20 1:00am
Location Mendakota Country Club
2075 Mendakota Dr, Mendota Heights, MN 55120, USA
Region Americas
Details

This unbiased, education-focused fiduciary summit is intended for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss healthcare and retirement plan best practices and strategies. Our diverse group of industry experts have helped thousands of plan sponsors positively impact millions of America’s participants.

Discussion Topics:
• Convergence of Healthcare & Retirement
• What Every Fiduciary Needs to Know for 2022
• Top Plan Sponsor Trends

Reasons to Attend:
• 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:
• CPE/CPA
• HRCI/ SPHR/ PHR/GPHR General Credit
• SHRM Professional Development Credits (PDCs)
• CEBS Eligible

Speakers

2022 Speakers

Tony Black
CPFA, AIF, RPA, CEFEX-Certified Retirement Plan Advisor, SevenHills Cleveland Benefit Partners

Joe Baldwin
CSFS, Employee Benefits Consultant, SevenHills Cleveland Benefit Partners

Chris Schneeman
Partner and CEO, SevenHills Cleveland Benefit Partners

Greg Peters
Managing Shareholder, Peters Revnew, Kappenman & Anderson P.A

Sue Walton
Senior Retirement Strategist, Capital Group | American Funds

Matt Voecks
CEFEX-Certified Retirement Plan Advisor, SevenHills Cleveland Benefit Partners

Dan Schneeman
Employee Benefits Consultant, SevenHills Cleveland Benefit Partners

Ted Schmelzle
Senior Director, Retirement Solutions - Securian Financial Group

Dan Florina
DC Investment Specialist, Putnam Retail Management

David Waters
Vice President, Senior DCIO Specialist, Franklin Templeton Investments

Sponsors & Partners

2022 Sponsors

• Capital Group | American Funds
• PGIM
• Franklin Templeton
• Putnam Investments
• Empower
• Fidelity
• Securian Financial