Please join Bob Wilhelms, Benefits Consultant at BA Member Firm Elev8 Wealth Advisors Inc., as he leads an interactive session about a topic that is seldom discussed or even contemplated. Bob has a background on this topic and can share several unique approaches. At the same time, he is interested in hearing other perspectives! Bob […]
Please join Marcie Keegan, Director of Operations at BA Member Firm The Benefit Code, as she leads an interactive session about the non-financial piece of retirement - planning for what you want to do with your time when you stop working.
Please join Stacey Frost, Benefits Advisor Associate at BA Member Firm Sutton Benefits & Pension, as she leads an interactive session about how by investing in the training and development of plan administrators and key contacts, advisory firms can enhance their overall success, deliver superior client service, and develop stronger connections with your clients. What […]
Presenter: Staci Heinbigner
Theme: Disability Management Presenter: Jackie Nicholls
Theme: Disability Management Presenter: David Frank
Theme: Financial Literacy Awareness Presenter: Aaron Harpaz
Theme: Financial Literacy Awareness Presenter: Kevin McFadden
Presenter: Kirk Davis
Presenter: Nikhil Bohlmann