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Event Details

    Creating Confident Retirees

    Date: September 10, 2019, 12:00pm – 1:00pm
    Winona Area SHRM
    Tandeski Center
    Southeast Technical College Campus
    1200 Storrs Pond Road
    Winona, MN 55987
    Members: Free; NonMembers: $15.00
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    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. 

    Click here to register!