10th Annual Breakfast with the Department of Labor

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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

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:

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