Save the Date - Fiduciary Event for Retirement Plan Leaders - May 7-8, 2026

This event has passed. Our next Fiduciary Insights event is slated for May 2028. If you would like to be invited to this event, please contact Sarah Siderius at [email protected] or (406) 839-2037.

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.

📍 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.