About this Event
As employer-sponsored retirement plans evolve toward greater customization and personalization, business owners, finance leaders, HR and benefits executives, and fiduciaries are facing new decisions that directly impact employee outcomes and plan oversight.
Join us for a breakfast workshop exploring key retirement plan trends, including:
- Expanded investment solutions, including private markets
- In-plan retirement income solutions
- Personalization through traditional target date funds, custom TDFs, model portfolios, and managed accounts
- Using HSAs to support long-term retirement readiness
Bonus:
Attendees with CPA, SHRM, SPHR, or PHR designations may receive a certificate of attendance for 3 hours of continuing education credit
Dayton Workshop | Wednesday, March 4, 2025
Moraine Country Club, 4075 Southern Blvd., Dayton, OH 45429
RSVP by Friday, February 27th
Please note, this event is underwritten in part by sponsors of investment products.
Agenda
đź•‘: 08:00 AM - 08:30 AM
Check in, Breakfast & Networking
đź•‘: 08:30 AM - 11:00 AM
Presentations
Speakers
Meet Your Presenters
Host: Brian Hanna
Event Venue & Nearby Stays
Moraine Country Club, 4075 Southern Blvd., Dayton, United States
USD 0.00








