September 18, 2020 Morning program details
8:00 am Opening Remarks & Introduction 8:05 am Tom Swain & Cory Panning - Findley
9:00 am Adjournment
Retirement Readiness Starts with Financial Wellbeing:
A Strategic Approach for Building Your Financial Well-Being Program
Financial well-being programs are now mainstream among employers and seen as critical to help employees plan, save and invest for a secure retirement. But, the typical financial well-being program engages only a fraction of the workforce, despite employee feedback that financial stress affects a majority of employees today. How should an employer address this issue? Please plan to attend the MTEBC virtual breakfast, and hear and see Cory Panning, Consultant and Tom Swain, Principal at Findley, describe a strategic approach for building a financial well-being program that engages employees, helping them achieve better control of their financial lives and better planning and action for their retirement.
Register Now through Zoom - There is no charge for this webinar but you MUST register at:
After registering, you will receive a confirmation email containing information about joining the meeting, including a link to add the meeting to your calendar.
Make your reservation by Friday, September 18, 2020 by completing the registration for yourself. Feel free to forward this email to another benefits professional who may be interested.
About Our Speakers
Tom Swain - With more than 30 years of experience working with employee benefits, Tom has consulted in the design, funding, administration, and fiduciary and regulatory compliance of defined benefit, defined contribution, and nonqualified deferred compensation plans. He has an in-depth understanding of the complex rules and regulations inherent in qualified retirement plans. Tom is the managing consultant for several of Findley’s largest clients. His clients comprise a variety of employers, including governmental entities, not-for-profit, and private and publicly traded employers with international operations. He also has expertise in mergers and acquisitions, having supported clients in over 100 M&A transactions.
Tom is a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary (EA), a Fellow of the Conference of Consulting Actuaries (FCA), and a Member of the American Academy of Actuaries (MAAA). He received his BS from the University of North Carolina at Chapel Hill and is a member of Phi Beta Kappa.
Cory Panning - is a Consultant in the Health and Group Benefits Practice with a primary focus on population health and strategic employer well-being. Cory also assists the Human Capital Management team, supporting all areas of the practice (communications and change management, organizational performance, compensation, and benefits).
He joined Findley in 2017, following six years of developing and managing wellness programs for clients.
Cory applies his experience to help organizations deliver effective well-being strategies that impact individual health and organizational performance. Cory is professionally trained
in compression planning which is a technique used to develop comprehensive financial well-being strategies, among others.
Cory received his BS from Bowling Green State University