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 […]
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 […]