World Investment Advisors (formerly Pensionmark) reposted this
#FlashbackFriday! Check out these highlights from the 2024 #Tennessee #Healthcare & #Retirement Plan Summit at Richland Country Club! Led by James Lyday, AIF®, CPFA® and Pierce Trcka of World Investment Advisors (formerly Pensionmark), this educational workshop event brought together proactive plan sponsors from all over the #Nashville area. Events like this are planned through the rest of the year- click here to see upcoming locations: https://lnkd.in/gUjtqWK Featured Hosts & Guest Speakers - James Lyday, AIF®, CPFA®, Managing Director - World Investment Advisors Nashville - Pierce Trcka, CFP®AIF, CPFA, APMA - SVP, Investment and Advisory Solutions, World Investment Advisors Nashville - Mike Barton, Chief Growth Officer - World Insurance Associates LLC - Jennifer Baugh, CPFA – VP, Client Experience, World Investment Advisors Nashville - Bradford Campbell, Partner - Faegre Drinker Biddle & Reath LLP, Fmr. #EBSA Asst. Secretary, Labor & Employee Benefits - R. Christopher Hobaica, AIF®, Sr. Vice President - World Investment Advisors (formerly Pensionmark) - Mike Mann, Chief Placement Officer - World Insurance Associates LLC - David Goodridge, Sr. Leadership Development Consultant - Wipfli - Lauren Heller, Major Market Executive - Paycor Discussion Topics - What Every #Fiduciary Needs to Know for 2024 - Convergence of Healthcare & Retirement - Total Rewards Industry Trends - How To Engage Your Employees With #FinancialWellness Programs - Maximizing Capital Efficiency in Your Health Plan - The Business Impact of Engaged Employees + More!
