Carolinas ISCEBS
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  • About Us
  • Board of Directors
    • President Biography
    • Vice President Biography
    • Secretary/Treasurer Biography
    • Past President Biography
  • Membership
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    • June 24, 2025 Roadmap to Medicare
    • July 9, 2025 - Next Gen Retirement & Workplace Savings Benefits
  • Industry News
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Webinar:

Next Gen Retirement & Workplace Savings Benefits:
SECURE 2.0 and Beyond


​
​July 9, 2025
11:00 - 12:00 PM

Register here
The nature of retirement and workplace savings programs is evolving rapidly as provisions 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:
  1. Plan design features and regulatory requirements under SECURE 2.0
  2. Enhanced personalization options and integrated financial wellness programs
  3. Innovative approaches to outsourcing fiduciary risk and administrative responsibilities
  4. The changing landscape of retirement plan investments

Speakers:

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Joe Dillion, CFP
Managing Director
Creative Planning Retirement Services

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Samuel A. Henson, J.D.
Legal Counsel
Creative Planning Retirement Services
DATE:
Wednesday, July 9, 2025
TIME:
11:00 - 12:00 pm Eastern
​
COST:
FREE - All Chapter Members, (Carolinas and all other chapters)
$10 - Non-Chapter Members

REGISTRATION:
The webinar link will
be emailed before July 9th.
​
QUESTIONS:
Contact Us

Continuing Education Credit:

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​This program qualifies for one (1) CEBS compliance credit. Visit www.cebs.org/compliance for more information.

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​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®)

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​Approval pending​ for 1 PDCs toward SHRM-CP and SHRM-SCP recertification.

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  • Welcome
  • About Us
  • Board of Directors
    • President Biography
    • Vice President Biography
    • Secretary/Treasurer Biography
    • Past President Biography
  • Membership
  • Events Calendar
    • June 24, 2025 Roadmap to Medicare
    • July 9, 2025 - Next Gen Retirement & Workplace Savings Benefits
  • Industry News
  • CEBS Program
    • Gamma Iota Sigma
  • Contact Us