Meeting/Event Information
Sponsor Presented Webinar: Financial Planning as an Employee Benefit - Sponsored by Creative Planning Retirement Services
August 14, 2024 | 11:30 AM CDT - 12:30 PM CDT
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Presented by Joe Dillon, Managing Director, Creative Planning Retirement Services
Sponsored by Creative Planning Retirement Services
Program
Financial wellness offerings are becoming more holistic and personalized as vendors seek to meet the demands of leading employers. This presentation will focus on key elements of financial wellness as part of a total rewards package.
Learning Objectives:
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Incorporating Financial Wellness into retirement plan design with features from SECURE 2.0
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Key Elements of a Financial Wellness program that can solve for employees across the demographic spectrum
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How to leverage current vendors to build or enhance your offering
Registration: This event is free to attend, but registration is required.
Certification: Earn 1 hour of SHRM and HRCI Recertification credits
Thank You To Our Sponsor For Making This Event Possible:
Presenter
Joe Dillon, Managing Director, Creative Planning Retirement Services
Throughout his 20 year career, Joe has worked with organizations of all sizes, from startups to Fortune 500 Companies, to help optimize their workplace savings programs. Prior to his role at Creative Planning, Joe was Managing Director of Retirement Plan Solutions at Curi Capital. He launched the retirement plan advisory services at the firm's inception and led the team responsible for sales and service. Before Curi Capital, Joe spent time with CAPTRUST Financial Advisors as an Investment Strategist and Relationship Manager. He also spent time with both Fidelity Investments and Principal Financial Group. Joe received his B.A. in Political Science from Ohio University. He is also a CERTIFIED FINANCIAL PLANNER professional, as designated by the Certified Financial Planner Board of Standards.
*MT|SHRM is not directly involved with the presentation of this program. This is a paid advertisement. The program, product or service offered is not affiliated with or endorsed by MT|SHRM. Please contact the presenter through the registration link above if you have questions regarding this program.
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