Brea(k)fast with the Experts - Dayton

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

Attendees with CPA, SHRM, SPHR, or PHR designations may receive a certificate of attendance for 3 hours of continuing education credit

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.

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Host or Publisher Everhart Advisors