Upcoming events

Back to the future: will 2024 be the year of the pension comeback?

Recent news headlines have highlighted private and public institutions that are moving towards supplementing their defined contribution plans with pension plans. Recent legislation and economic conditions may be creating a favorable environment for corporate pension plans. In the long run, this can be financially efficient for companies and can possibly contribute value to the corporate balance sheet through higher employee retention. Employers seeking to differentiate themselves in a competitive labor market might consider the renewed merits of pensions plans.

 

Join us for an open conversation on ways to combine defined contribution plans and defined benefits in a way that works for your employees and your institution.  

Location

Date & time

Speakers

Supporting links

Maggiano's | 4400 Ashford Dunwoody Rd Space #3035, Dunwoody, GA 30346

28 March, 202411:30 AM - 1:30 PM Eastern

  • Phil Merdinger Partner October Three Consulting LLC
  • Jonathan W. Kallensee Senior Regional Advisor Consultant, Asset Management Division Columbia Threadneedle Investments

Round Robin Tennis Tournament

We are excited to invite you to our upcoming Round Robin tennis tournament benefiting the Atlanta City of Refuge Please feel free to invite your tennis friends and partners as all levels are welcome to join in on the fun.

As a special feature, Trillium Partners will be matching all donations made during the event. In addition to the exciting tennis matches, we will also be serving a light breakfast and a delicious lunch for all players and attendees.

To RSVP, use the link below. You will be contacted by a team member to gather the information below for you and your guests. 

- RSVP (yes, no, maybe)
- Player or Guest
- Name of Player(s)
- Player(s) Level

We look forward to seeing you on the court!


RSVP Contact
404-760-3153
trilliumpartners@ubs.com

Location

Date & time

Speakers

Supporting links

Atlanta Athletic Club 1930 Bobby Jones Drive Johns Creek, GA 30097

17 May , 20238:30 AM - 1:30 PM Eastern

    Voice of the American Worker Luncheon

    As a Human Resources Executive, do you wonder...

    What is on the minds of your employees that they aren’t telling you? 

    How has market volatility, inflation and drawdown in retirement accounts changed workers?

    How has the pandemic changed the worker mindset?

    How can you evolve your current benefit offering to meet new employee demands?

     

    Join us as we explore the answers to these questions and more through the Voice of the American Worker Survey. In addition, we'll provide actionable steps that you can leverage to help your team members navigate their financial well-being going forward.

    Location

    Date & time

    Speakers

    Supporting links

    HYATT REGENCY ATLANTA PERIMETER AT VILLA CHRISTINA 4000 Summit Boulevard, Atlanta, GA 30319

    25 May , 202311:30 AM - 1:45 PM Eastern

    • Joseph Sholler, Executive Director, UBS Workplace Wealth Solutions
    • Jacque Reardon, Vice President, Head of Client Marketing for Retirement, Insurance, 529, and Wealth Management, Franklin Templeton

    Family Forum

    You, your family and your friends are invited to our 16th Annual Family Forum, a half day of educational sessions tailored for every generation

    Location

    Date & time

    Speakers

    Supporting links

    The Ansley Golf Club

    28 July , 20238:00 AM - 1:30 PM Eastern

      Small Business Forum

      Economic uncertainty, tight labor markets, inflation, and higher interest
      rates have created challenges for business owners and human resource
      professionals. Retaining human capital within small business has been cited
      as a top priority among business owners. Additionally, in the tightest credit
      market in over a decade, business funding has become more and more
      challenging.

      Join us for lunch at the first Small Business Forum for a discussion tailored
      exclusively for small business owners. You will hear from speakers from UBS,
      ADP & Invesco as they cover topics that are top of mind including the below.

      • Outlooks on the US economy and how businesses will be impacted
      • Advantages of outsourcing human resource services
      • Perspectives on the current labor market and best practices in retaining
      top talent

      Location

      Date & time

      Speakers

      Supporting links

      Invesco Global Headquarters, 1331 Spring St NW, Ste 2500 Atlanta, GA 30309

      26 October , 202311:30 AM - 1:30 PM Eastern

      • Speakers Rob Waldner, Chief Strategist & Head of Macro Research, Invesco
      • Ron Carmichael, Retirement Services Specialist, ADP

      Business Owner Forum - Navigating current human capital challenges

      Economic uncertainty, tight labor markets, inflation, and higher interest rates have created challenges for business owners and human resource professionals. Retaining human capital within small business has been cited as a top priority among business owners. Additionally, in the tightest credit market in over a decade, business funding has become more and more challenging.

      Join us for lunch at our 2nd Business Forum for a discussion tailored exclusively for business owners. You will hear from speakers from UBS, Paychex & Invesco as they cover topics that are top of mind including the below.

      • Outlooks on the US economy and how businesses will be impacted
      • Advantages of outsourcing human resource services
      • Perspectives on the current labor market & best practices in retaining top talent.

      RSVP by Tuesday, December 12th

      Complimentary lunch will be provided. Arrival Instructions provided upon RSVP.

      Location

      Date & time

      Speakers

      Supporting links

      1331 Spring St NW, Ste 2500, Atlanta, GA 30309

      14 December , 202311:00 AM - 2:00 PM

      • Matt Brill - Head of Investment Grade Credit - Invesco
      • Brian Etheridge - Human Resource Business Partner - Paychex
      • Harris M. Gignilliat, CIMA®, C(k)P® - Sr Vice President--Wealth Mgmt, Sr Institutional Consultant, Sr Retirement Plan Consultant - UBS Financial Services Inc.

      15th Annual Fiduciary Forum

      Trillium Partners invites you to save the date for our upcoming Fiduciary Forum. We look forward to having you join us for a day of educational insights that are catered to retirement plan sponsors & fiduciaries.

      Complimentary breakfast & lunch will be provided. CE hours will be available.

      For more information, or questions about last year's event, please contact us at trilliumpartners.com.

      Location

      Date & time

      Speakers

      Supporting links

      Atlanta, Georgia

      26 January , 20248:00 AM - 1:45 PM Eastern