Join us in Nashville for two full days of Group Benefits and Group Retirement programming while connecting with peers in the industry. Arrive on Sunday, September 22nd for a Conference Welcome reception Full conference programming on Monday, September 23rd, and Tuesday, September 24th. NEW for 2024: After selling out the last conferences, Social tickets will […]
Hosted by Carly Winch of The Winch Group Inc. For Benefits Alliance growth-oriented advisors. Open discussion.
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!
For those of you who didn’t get the chance to sit in on part one of our imposter syndrome discussion, here is a quick recap ahead of part two. Imposter syndrome is a psychological phenomenon in which individuals doubt their achievements and fear being exposed as frauds. This experience often manifests through four key characteristics: […]
Hosted by BA Principal, David Frank. “The evolution of medicine is pivoting towards a more personalized approach, with pharmacogenomics playing a pivotal role in tailoring treatments based on an individual’s genetic makeup. This emerging field is poised to revolutionize the way chronic conditions and mental health are managed, with significant implications for employee benefits plans.” […]
Please register to join the quarterly Benefits Alliance Mental Health & Wellness Champions meeting! The goal of this quarterly meeting is to educate, engage and equip the "champions" of each Benefits Alliance member firm with tools, training & knowledge that each champion may then share back with their teams. This meeting is lead by members […]
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
Host: Sarah Morden As advisors we all know the importance of having a strategic, actionable business plan. But too often, we draft plans at the start of the year only to let them gather dust. In this session, we’ll discuss ideas on how to create a living, breathing business plan that evolves with you and […]
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 […]
Presenter: Nikhil Bohlmann
