Bryan Card will present “Fiduciary Hot Topics” at the Xponential 2025 Silicon Valley Fiduciary Summit on Wednesday, March 26 in Santa Clara, CA. The education-focused workshop is part of the 2025 Retirement Plan Road Show for finance, human resource and healthcare benefit executives, business owners, and fiduciaries.
Key topics for the 2025 Fiduciary Summit will include:
• What Every Fiduciary Needs to Know for 2025
• Advisor Benchmarking + RFI & RFP Best Practices
• Plan Sponsor Success Case Studies & Practical Applications
• How to Engage Your Employees With Financial Wellness Programs
• Fiduciary Hot Topics