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: