BA Click & Connect: What we do and Why we do it.
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 […]
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Click & Connect
BA Click & Connect: Optimizing Education in GRSPs
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, […]
Click & Connect – MHW
Presenter: Mike Sanderson
BA Click & Connect: Bargaining Benefits – from a Union perspective
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. […]
BA Click & Connect: The non-financial piece of retirement – planning for what you want to do with your time when you stop working.
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 […]
BA Click & Connect: Why a focus on training for Plan Administrators: Enhances Advisor Effectiveness and Client Success
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 […]
Click & Connect – GB
Presenter: Staci Heinbigner
Click & Connect: Investment fund comparisons for marketing reviews
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 […]
The Expectations of Gen Z – What do they expect & what they may not know?
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 […]
Click & Connect – GRS
Theme: Financial Literacy Awareness Presenter: Kevin McFadden
Click & Connect – MHW
Presenter: Kirk Davis
Click & Connect with Steven Owen: Discussion on Competitive Analysis of New Entrants
Join BA Member Steven Owen of Owen & Associates for this engaging Click & Connect topic! Join Us for an Exclusive Benefit Alliance Peer Collaborative Event: Gain fresh insights into […]