Join Alex Sernoskie, Manager, Employee Benefits at BA Member Firm Capcorp Financial, as they lead an interactive discussion about group savings plans with clients who don’t have one.
Bias is an inevitable part of the human experience, and ultimately in business - the more we can understand and catch our bias, the better we can make well-rounded decisions. Join the discussion on identifying and addressing bias in benefits administration and strategy, and how we can help ensure that decisions related to benefits planning […]
Join us on Thursday, June 20th from 12:30pm-1:15pm EST as peer Kirk Davis, President at BA Member Firm Davis Benefits & Pensions Ltd., shares with us what his firm does and why they do it! What else is on your mind? Come Click & Connect with your fellow BA advisors!
Join us on Thursday, July 4th from 12:30pm-1:15pm EST as peer Cary Brunett, Service Manager at BA Member Firm Sutton Benefits & Pension, leads an interactive discussion focused on employees, that involves different layers. Cary will go over individual meetings about plan details and investments as well as group sessions for enrolment and various educational […]
Presenter: Mike Sanderson
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
Is it possible to compare apples to apples when marketing GRS plans? Let’s discuss the various methods of comparing investment options, fees, and returns. Jackie Nicholls of Acera Insurance and a member of the GRS committee is your host this week!
Hosted by BA Member Aaron Harpaz How well do we really know what Generation Z wants? Let’s discuss their interests, expectations, and what we can do moving forward. We’ll collaborate together on flexibility, transparency, holistic benefits that support mental health, personalized benefits/retirement options, work-life balance, and financial wellness. Additionally, let’s chat about some of the […]
Theme: Financial Literacy Awareness Presenter: Kevin McFadden