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 is your process? Do you have a structured onboarding program for your key contacts and plan administrators? No experience needed BA Members – we encourage you to come out as you Click & Connect with peer BA Members from across Canada. What else is on your mind? Come Click & Connect with your fellow BA advisors!
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 topics and concepts regarding what Generation Z doesn’t learn in traditional education. Such as but not limited to, money management, nutrition, retirement, etc. With generation Z approaching and entering the workforce, their preference reflects a broader shift towards a more integrated approach to employee well-being and financial security. Let's Discuss!
Theme: Financial Literacy Awareness Presenter: Kevin McFadden
Presenter: Mike Sanderson Come and meet the author of "The Definitive Guide to Workplace Mental Health", Dr. Ryan Todd. Let's discuss the guide and practical tips to talk to your clients about workplace mental health
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 the competitive landscape of the benefits industry with a focus on analyzing new market entrants (Humi, Rippling, Alan, etc). This gathering of industry professionals offers an opportunity to exchange perspectives, identify emerging trends, and discuss effective strategies for staying ahead in a rapidly evolving market. Whether you're aiming to refine your competitive analysis techniques or simply connect with peers facing similar challenges, this event is designed to provide valuable takeaways in a collaborative setting. Don’t miss this chance to strengthen your competitive edge!
Presenter: Nikhil Bohlmann
Presenter: Kevin McFadden
Presenter: JP Nyholt