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Financial Well-Being Programs: The Standard 401(k) is Not Cutting it Any Longer

  • October 18, 2022
  • 7:30 AM - 9:00 AM
  • Hybrid event - Lockton Offices and Zoom (Lockton - 340 Seven Springs Way, Suite 750, Brentwood, TN 37027)

Registration

  • Meeting your employees where they are
  • Meeting your employees where they are
  • Meeting your employees where they are
  • Meeting your employees where they are

Register

Financial Well-Being Programs:

The Standard 401(k) is Not Cutting it Any Longer

Financial well-being programs and related educational tools are key employee benefit offerings, and are becoming more and more critical in supporting talent acquisition and employee engagement. Join us on October 18th, for a panel discussion on the trends and best practices in this space. Sharing their stories and expertise are Donna Spears, Vice President with First Horizon, Todd Colburn, Wealth Management Advisor with Northwestern Mutual and Adam Parsons, Account Executive with Spring. During this interactive event, our panelists will cover current trends and upcoming new offerings, and will share practical advice on helping employees navigate the current economic environment. 

Due to limited seating, if you plan to attend in person you are encouraged to make your  reservation as quickly as possible.

AGENDA

October 18, 2022

07:30 a.m.  In Person Registration & Breakfast          07:45 a.m.   Zoom login available      

  07:55 a.m  Opening Comments & Introductions        08:00 a.m.   Speaker/Panel

      09:00 a.m.  Adjourn

Location: Lockton Companies (Live/Breakfast) - Zoom (virtual streaming)

About our Panel

Register Now - Members $20.00 (Live/lunch) or free (virtual streaming)

Non-members $40.00 (live/lunch) or $20.00 (virtual streaming)

For the October and November meetings, non-members who manage/administer benefits for their employer are invited to attend either the In Person program or the Zoom session at no charge.  To take advantage of this offer, email your name, position, employer, and phone number to operations@mtebc.org by October 13th.  Once processed you will receive an email confirming your In Person reservation or the information on how to log in to the Zoom session.  If you are not eligible for this offer based on your responsibilities, but bring a guest who is, then both of your registrations will be at no charge.  You must email both your names, positions, employers and phone numbers to operations@mtebc.org to take advantage of this offer.

For everyone else, in order to ensure that our members receive the benefit of free registration if they participate virtually via Zoom we are using a two-step virtual registration process.

In-person registrations are one step, completed on our website.

Step one – (virtual & in-person attendance) register for the event on our website (and make payment if in-person member or non-member participant).  (if registering for in-person/lunch: done)

Step two (for virtual attendees only) - open your registration confirmation email, click on the Zoom registration link provided in that registration confirmation and complete your registration on Zoom. You will receive an email from Zoom with a meeting link which will take you to the meeting when you click on it once the meeting is open for sign in.

Make your reservation by October 13th for in person attendance or by October 18th for Zoom participation by completing the online form for you AND any guests at www.mtebc.org.

Mark your calendar for our upcoming events:

  • November 15, 2022, quarterly program & annual meeting  @ Hillwood Country Club
  • February 14, 2023, quarterly membership meeting @ Hillwood Country Club

·   View Meeting Announcements

·   Meeting Location - Lockton Offices

·   Make Meeting Reservations

 

·  Access Online Member Directory (Members Only)

·   Update your directory information (Members Only)

·  Obtain Membership Information and Application

 

Submit suggestions for future meeting topics

8011 Brooks Chapel Rd., #3682 l  Brentwood, TN 37027

Middle Tennessee Employee Benefits Council, Inc.
8011 Brooks Chapel Rd., #3682
Brentwood, TN 37027

Middle Tennessee Employee Benefits Council is a 501(c)3 non-profit organization.

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