Event Details
Creating Confident Retirees
| Date: | September 10, 2019, 12:00pm – 1:00pm |
| Organizer: | Winona Area SHRM |
| Location: | Tandeski Center Southeast Technical College Campus 1200 Storrs Pond Road Winona, MN 55987 |
| Price: | Members: Free; NonMembers: $15.00 |
| Event Type: | Meeting |
| iCal link | Add to Calendar |
During the Creating Confident Retirees presentation, we will discuss the responsibilities and opportunities that Plan Sponsors have in helping their employees prepare for retirement. Topics will include:
- Plan design features and the triple "A" gold standard
- What you should be getting from your vendors when it comes to retirement readiness and financial wellness
- Increasing financial confidence across your employee population
Speaker Bio:
Anna is the Vice President of Operations at Hays Financial Group and partners with corporation clients on all facets of their retirement programs from plan design to fiduciary governance and risk mitigation. Anna focuses on creative, flexible, and cost-efficient strategies which empower and enable investment committees to make informed decisions to meet their goals. Anna holds her Series 7, Series 66, Accredited Investment Fiduciary® and Certified Health Savings Advisor® designations.
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