10th Annual Breakfast with the Department of Labor

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

 

3 Hours CPA/PHR CE Credit Available

REGISTER HERE

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

REGISTER HERE

Thank you to our partners:

CAPS_MB_Logo_Stacked_noTagFINAL2014              FEI logo                Dunlevey Logo_rgb_lores          CAPS_MB_Logo_Stacked_noTagFINAL2014Print
CRS_ Logo
        Voya Financial            OFI_Logo_Black_Digital (1)                AF_Color_M

 

Everhart Can Help You
Ready To Get Started?