Save the Date - Fiduciary Event for Retirement Plan Leaders - May 7-8, 2026
May 27, 2025
Allied Investment Advisors is excited to announce the Save the Date for our inaugural Fiduciary Insights event — a two-day experience designed for those leading the way in workplace retirement plans.
đź“Ť Location: Billings, Montana
📅 Dates: May 7–8, 2026
This event is tailored for Plan Sponsors, Investment Committee Members, and individuals responsible for shaping and stewarding their organization’s retirement plans.
What to Expect:
- Fiduciary best practices and governance
- Legislative and regulatory updates
- Investment oversight strategies
- Risk management and plan optimization
- Real-world takeaways to enhance your plan and your leadership
Expect a mix of expert panels, peer-to-peer learning, and actionable takeaways to help strengthen your plan, better serve participants, and elevate your role as a fiduciary leader.
Featured Keynote:
We’re honored to host a former U.S. Navy SEAL who will speak on leadership - drawing on real-world lessons in uncertainty, accountability, resilience, and building high-performing adaptable teams.
Save the Date
We'll be sharing full event details and registration in the coming months, but we encourage you to mark your calendar now. This will be a signature event for the Montana and Wyoming fiduciary community.
Stay tuned - more to come soon. We hope to see you there.