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We cordially invite you to a complimentary breakfast workshop with the Department of Labor for a concise discussion of important considerations for fiduciaries of group health & retirement plans. Attendees will leave understanding the role and responsibilities of an ERISA fiduciary, managing healthcare costs, “financial wellness,” and implementing an integrated benefits strategy.
| Dayton Workshop Tuesday, September 27, 2016 Moraine Country Club 4075 Southern Blvd. Dayton, OH 45429 |
Columbus Workshop Wednesday, September 28, 2016 Scioto Country Club 2196 Riverside Dr. Columbus, OH 43221 |
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3 Hours CPA/PHR CE Credit Available
AGENDA:
7:30 – 8:00 AM Breakfast
8:00 – 11:00 AM Presentations
TOPICS OF DISCUSSION INCLUDE:
– Fiduciary Best Practices from the DOL
Tips for avoiding common problems
– Integration of Health & Retirement
Employee financial wellness is a win-win
– Five Keys to a Successful Wellness Program
We created the disease, we can change it
*BONUS TOPIC: New Federal Overtime Laws
FEATURED SPEAKERS:
Sherry Brackney, CEBS
Senior Benefits Advisor | US Department of Labor
Brian Hanna, AIF(R)
Senior Retirement Plan Consultant | Everhart Advisors
Scott McGohan
CEO | McGohan Brabender
Thank you to our partners:
