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:
This material is provided for informational and educational purposes only. You should not assume any discussion or information contained in this newsletter serves as the receipt of, or a substitute for, personalized investment advice. Due to various factors, including changing market conditions and/or applicable laws, the content of this newsletter may no longer be reflective of current opinions or positions. Please remember that past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product will be profitable, equal past performance, or be suitable for you. Contact Everhart Advisors in writing if there are any changes in your personal or financial situation or investment objectives that would be material to our evaluating our previous recommendations, or if you want to add or modify any reasonable restrictions on your account.
This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax, or other professional advice. The services of an appropriate professional should be sought regarding your individual situation.
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