Discover. Develop. Dream. 


Join us at our upcoming conferences, workshops, and training events.

October 29, 2021

Swerve Conference

8:30 - Noon

FORUM Conference Center, Fishers, IN


We have rebranded our annual conference (formerly "The Retirement Exchange"), to Swerve - Redirecting the benefits conversation.


The purpose of our annual conference is to provide employers with forward-thinking concepts that can be used to improve financial outcomes for your workforce. We all think bigger together, and by connecting you with like-minded professionals, we will bring innovation to the retirement benefits space. 

June 2022

4th Annual 4.01k Race for Financial Fitness


We are still fine-tuning the details of our Annual 4.01k Race for Financial Fitness. To get involved, sponsor, or participate, reach out to our wellness team! 

About the Race:

This 2.5-mile fun run/walk supports financial education programs that teach kids the skills they need for a shot at a strong financial future. 


100% of the proceeds from sponsorships and race registration support Junior Achievement of Central Indiana and their financial literacy programs. Since we brought this race to Indy in 2019, we have raised over $100,000 for financial education. Support us in our 4th year and help make futures bright!