Post by Summit Financial Group, Inc.

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Summit’s Annual Employee Benefits Forum was a strong success, bringing together attendees in #Tulsa and #OklahomaCity for timely conversations, practical takeaways, and significant connections.   Sessions covered fiduciary considerations in health and welfare plans, leadership and culture, AI-driven total rewards strategy, and current retirement plan trends.   Thank you to our speakers Hugh O'Toole of Innovu, Brandon Long of McAfee & Taft, Luis Velez of the U.S. Department of Labor, Christopher Dingess and Jessica Rimmer, Ph.D. of Solomon Strategic Advisors, Chuck Leu of Obsidian Strategic Consulting and Texoma Association of Total Rewards, Joy M Killingsworth, MBA of Bob Moore Auto Group, as well as Peter Reardon, AIF®, CPFA®, David Beck, CPA, QPA, ERPA, and Kaci Skidgel, CPFA™, C(k)P®, AIF® for their valuable insights.    #SummitEvents #ReachYourSummit CPE SHRM Oklahoma (OKHR) HRCI PayrollOrg (formerly the American Payroll Association and GPMI)

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