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2019 Mississippi Plan Sponsor Workshop

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2019 MISSISSIPPI

PLAN SPONSOR WORKSHOP

JOIN US IN JACKSON!

401(k), 403(b), and Retirement Plan Sponsors are gathering for the 2019 Mississippi Plan Sponsor Workshop. This educational event is for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

$150 Registration Fee Waived for Qualified Plan Sponsors - Click to reserve your seat!

TUESDAY, NOVEMBER 12th, 2019

12:00 PM - 3:00 PM (Seminar & Luncheon)

3:00 PM - 4:00 PM (Optional Cocktail Hour)

Location:

The Country Club of Jackson

345 St. Andrews Drive, Jackson, MS 39211

 

Expert Guest Speakers:

Hosted Locally By:

Dudley D. Wooley, CPCU, CRM, CIC   ,   CEO / COO - Ross & Yerger

Dudley D. Wooley, CPCU, CRM, CIC,

CEO / COO - Ross & Yerger

Preston Francis, MBA, PPACA Professional,    Employee Benefits Consultant - Ross & Yerger

Preston Francis, MBA, PPACA Professional,

Employee Benefits Consultant - Ross & Yerger

Jeremy Nelson,    Partner - Element Wealth

Jeremy Nelson,

Partner - Element Wealth

TBA!

Continuing Education Credits:

  • 3 Hours of CPE/CPA Credit

  • 3 Hours of HRCI/SPHR/PHR/GPHR General Credit

  • 3 Hours of SHRM Professional Development Credits (PDCs)

Discussion Topics:

  • Convergence of Healthcare & Retirement

  • Care Coordination

  • HSA’s

  • Financial Wellness: Fad or Future?

  • Fiduciary Failures & How to Avoid Them

  • How Technology Can Improve Participant Outcomes

  • Total Benefits: Physical & Financial Health

  • Expert Speaker Round Tables

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Event Registration

*$150 fee Waived for select qualified plan sponsors who complete the following form or call (619) 795-3920
 

NEED PLAN ASSISTANCE NOW?

Get a complimentary preliminary plan evaluation through our Plan Sponsor Connect Portal:

  • Consultations custom-tailored to your plan

  • No-obligation, personalized Advisor matching service

  • Access to industry leaders and expert resources in your area

Click below to schedule a call with our team!