2018 Dallas Healthcare & Retirement Plan Summit

Whitley Penn is a proud sponsor of the 2018 Dallas Healthcare & Retirement Plan Summit.

The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies.

Topics of Discussion:

  • Convergence of Healthcare & Retirement
  • Washington Update: The Need-to-knows for Plan Sponsors
  • Holistic Benefit Strategies
  • Financial Wellness: The Secret to Employee Engagement
  • Tailored Rx Solutions to Improve Quality & Manage Costs
  • Employee Benefit Trends Study
  • RFI & RFP Best Practices
  • Living in a Breached World
  • And more!

To register or receive additional event information, please click here.