EDUCATIONAL OPPORTUNITIES for plan sponsors and participants

We offer webinars and in-person presentations to provide leadership training to plan sponsors and educational resources to plan participants. It’s all part of our mission to inspire people to make meaningful progress toward their retirement goals and personal financial journey.

UPCOMING WEBINARS

Monthly Webinar Series - February

The Power of Cash Balance Plans

Date: February 27th, 2025
Monthly Webinar Series - March

Financial Wellness Workshop: For Women by Women

Date: March 20th, 2025
Monthly Webinar Series - April

The 5 Biggest Money Decisions Facing Your Employees Right Now (and how to help them)

Date: April 17th, 2025
Monthly Webinar Series - May

HSA & 401k, The Crossroads of Benefits

Date: May 22nd, 2025
Monthly Webinar Series - June

5 Tips for Optimizing Your Attendance at Conferences

Date: June 12th, 2025
Monthly Webinar Series - July

The Next Frontier for Retirement Plans: Income Planning

Date: July 31st, 2025
Monthly Webinar Series - August

Your Organization is Considering a Merger or Acquisition – What does this mean for your retirement plans?

Date: August 21st, 2025
Monthly Webinar Series - September

Trends in 401(k) and 403(b) Plan Design

Date: September 11th, 2025
Monthly Webinar Series - October

Cybersecurity for Retirement Plan Sponsors

Date: October 23rd, 2025
Monthly Webinar Series - November

Fiduciary Training for Retirement Committees & Beyond

Date: November 20th, 2025
Monthly Webinar Series - December

What HR & Finance Professionals Need to Know Going Into 2026

Date: December 18th, 2025

UPCOMING IN PERSON EVENTS

Tri-State SHRM Conference Thumbnail

Tri-State SHRM Conference

Location: Uncasville, CT
Date: April 28th-30th, 2025

SHRM Talent

SHRM Talent 2025

Location: Nashville, TN
Date: March 24th-26th, 2025

SHRM25 Annual

SHRM 2025 Annual Conference

Location: San Diego, CA
Date: June 29th - July 2nd, 2025
SHRM25 Missouri

Missouri SHRM Annual Conference

Location: Osage Beach, MO
Date: August 5th-8th, 2025

SHRM25 Indiana

HR Indiana Conference

Location: Indianapolis, IN
Date: August 18th-20th, 2025

SHRM25 Nebraska

HR Nebraska State Conference

Location: LaVista, NE
Date: August 20th-22nd, 2025

SHRM25 Florida

HR Florida Conference & Expo

Location: Kissimmee, FL
Date: August 24th-27th, 2025

SHRM25 LI

SHRM-LI Annual Conference

Location: TBA
Date: September 19th, 2025

SHRM25 Ohio

Ohio SHRM HR Conference

Location: Sandusky, OH
Date: September 24th-26th, 2025

SHRM25 NY

SHRM NY State Conference

Location: Albany, NY
Date: September 28th-30th, 2025

SHRM25 GSC

GSC-SHRM Conference & Expo

Location: Atlantic City, NJ
Date: September 28th-30th, 2025

SHRM25 Northern California

SHRM NorCal Conference

Location: Monterey, CA
Date: October 5th-7th, 2025

SHRM25 Next Generation of Work

WI SHRM State Conference

Location: Wisconsin Dells, WI
Date: October 8th-10th, 2025

SHRM25 SouthWest

HR Southwest Conference

Location: Fort Worth, TX
Date: October 12th-14th, 2025

Take your plan to the next level

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC.

© 2025 Raymond James Financial Services. Inc., member FINRA / SIPC.

SHRM 401(k) Solutions by Raymond James is a branding name for the agreement between SHRM and Raymond James where Raymond James offers SHRM audiences with 401(k) retirement plan services. SHRM is a current client of Raymond James.  SHRM receives cash compensation from Raymond James when a SHRM member, via introduction by SHRM, becomes a client of Raymond James.  SHRM’s receipt of cash compensation creates an incentive for SHRM to market investment advisory services of Raymond James.  Raymond James is not affiliated with SHRM. SHRM does not offer investment advisory services.

The following links contain information about Raymond James (ADV PART 2A) and how SHRM works with Raymond James (Solicitor Disclosure) and should be read carefully:

Raymond James IFS Form ADV 2A

Solicitor Disclosure

Corporate Advisors Group is not a registered broker/dealer or investment adviser, and is operated independently of Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., and Raymond James & Associates, Inc. (collectively with their affiliates, “Raymond James”).

Securities offered through Raymond James Financial Services, Inc., or Raymond James & Associates, Inc., each a broker/dealer registered with the Securities and Exchange Commission (SEC). Investment advisory services offered through Raymond James Financial Services Advisors, Inc., or Raymond James & Associates, Inc., each an investment adviser registered with the SEC.

Links are provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

The material and content on this website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

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