Organizational Strategies for Health and Financial Wellness — Certificate Series
International Foundation of Employee Benefit Plans
How long?
- 2 days
- in person
International Foundation of Employee Benefit Plans
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Comprehensive course analysis
Who should attend
- Benefits professionals
- Human resource generalists who deal with plan participants
- Administrative and customer service staff
- Representatives of insurance companies and third-party administrators
- Professionals in all service areas, including consulting, law and financial service
- Communication, marketing and sales professionals
- Benefit plan trustees who need to understand the technical aspects of the plans they serve
About the course
Topics
- Health literacy and well-being programs
- Financial literacy and well-being programs
- Individual and population retirement income management
- Making the business case for implementation of programs
- Return on investment
- Impact on organizational workforce and succession planning
- Identifying what can and cannot be measured
- Tailoring solutions to your population's demographics
- Communication with plan members at different life phases
Benefits of Attending
- Learn from industry experts and your peers.
- Gain valuable written materials and resources.
- Discuss the strategies that plans are implementing today and considering for tomorrow.
- Connect with others who are dealing with similar issues.
- Demonstrate your knowledge through interactive exercises and case studies.
Experts
Linda Robertson
Linda has a keen ability to bring financial planning and workplace benefits planning together to help employees maximize their benefits. She is a widely sought after public speaker specializing in workplace employee financial issues. She likes to use her vacation home down in Florida as her “land...
Organizational Strategies for Health and Financial Wellness — Certificate Series at International Foundation of Employee Benefit Plans
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