Carolinas Chapter Webinar: Next Gen Retirement & Workplace Savings Benefit

Wednesday, July 9 - Wednesday, July 9, 2025

Chapter Event

Webinar: Next Gen Retirement & Workplace Savings Benefits: SECURE 2.0 and Beyond
July 9, 2025
11:00 am EST

Please join the Carolinas Chapter of ISCEBS on Wednesday, July 9th for a webinar "Next Gen Retirement & Workplace Savings Benefit: SECURE 2.0 and Beyond" at 11:00 AM EST. Our speakers from Creative Planning are Joe Dillion, CFP, Managing Director and Samuel Henson, J.D., Legal Counsel.

from SECURE 2.0 are incorporated into plan designs and new product offerings emerge from leading service providers. This session will focus on the following key areas of consideration for benefits professionals:

Key Takeaways:

  • Plan design features and regulatory requirements under SECURE 2.0
  • Enhanced personalization options and integrated financial wellness programs
  • Innovative approaches to outsourcing fiduciary risk and administrative responsibilities
  • The changing landscape of retirement plan investments

HRCI: Approval pending for 1 HR (General) recertification credit hour toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).

SHRM:  Approval pending for 1 PDC toward SHRM-CP and SHRM-SCP recertification.

      Speakers

      Pricing

      No Charge

      Member

      $10

      Nonmember

      Register Now

      Event Contact

      https://www.carolinasiscebs.com/ [email protected]