Money Talk
MAY 11, 2023
I recently attended three webinars related to retirement planning. Legislation - As a result of this December 2022 law , designed to boost retirement savings by American workers, benefits experts are predicting more qualified employer plans and more plan participants…eventually. They can spend, gift, or resave this money.
Money Talk
JULY 5, 2024
Every quarter, I like to review and summarize my notes from recent webinars and classes. On the other hand, employer retirement plan match requires worker savings and credit card rewards and restaurant and retailer rewards programs require consumer spending. It’s that time again! Gifts and inheritances are typically 100% free.
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Money Talk
JUNE 5, 2024
I recently attended a webinar about women’s finances presented by the FINRA Investor Education Foundation in cooperation with the New York Public Library. The webinar began with a justification for focusing on financial planning for women. 57% of men) ¨ 59% of women feel anxious about their finances (vs. 52% of men) ¨ 48% of women (vs.
Money Talk
DECEMBER 29, 2022
I recently attended a number of webinars about retirement planning. Recovering Losses is Difficult - In one webinar, an example was given of stock originally purchased for $100 a share and sold in a panic at $66.66 Being the author of a book about transitions in later life , I am always looking for new information about this topic.
Speaker: Leslie Neitzel, Chief Human Resource Officer
In this webinar, we’ll share what employers should know about differences in fertility care, how companies can assess whether a fertility benefit is truly global, and what to look for in a fertility benefit that works for all of your employees. Cultural differences play a role in care access as well.
Money Talk
DECEMBER 27, 2024
As 2024 winds down next week, its time for my final quarterly summary of take-aways from recent personal finance classes, conferences, and webinars that I attended. Below are some nuggets that you might find useful in your personal financial planning: Offense and Defense- Financial offense involves earning money from one or more sources (e.g.,
Money Talk
NOVEMBER 11, 2021
As I mentioned in three previous posts , I love learning new things and often attend webinars and podcasts to gain knowledge and/or continuing education credits for my CFP® and AFC® as well as to connect virtually with others. Alternatives to generate cash include savings that is not in a retirement plan (if any), employer assistance (e.g.,
Speaker: Jennifer Brick, Career Strategist and Author
With productivity, profitability, and your employer brand on the line, leadership is turning to HR to engage employees and recreate your culture in different working models.
Speaker: Matthew Daniel, Principal of Talent Strategy and Mobility at Guild Education
Throughout his research, Matthew Daniel has encountered numerous companies who want to go in this direction but are overwhelmed at the potential difficulty of the task, the systems and processes they might use, and the fact that this effort doesn't fall squarely in talent management, acquisition, or development.
Speaker: Caitlin MacGregor, CEO and Co-Founder of Plum
Authentic employer branding is reflected in recruitment and retention efforts. Failing to modernize an organization’s approach to attracting and retaining talent by focusing on candidate and employee experiences could result in quiet quitting, turnover, vacancies, and lost opportunities that have the potential to impact overall profitability.
Speaker: Andrea Wuchiski - Senior Account Executive, Mid-Market Sales
Although menopause is a significant phase of life that affects about 20% of the workforce at any given time, it is seldom given any attention by employers. In a time of increasing emphasis on diversity, equity, and inclusion, how can employers create an inclusive environment for those experiencing menopause?
Speaker: Matt Bahl –– VP, Market Lead Workplace Financial Health at Financial Health Network
Businesses have an excellent opportunity to strengthen their employer brand by investing in their current financial wellness programs––thus increasing their chances for attracting, retaining, and recruiting talent. In this webinar, Matt Bahl will discuss: Data and resources to assist with this transition.
Speaker: Stela Lupushor, Founder, Reframe.Work Inc.
How can we future-proof the organization we work for, our team’s impact, or our personal ability to transform and upskill?
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