Track: Retirement and Personal Finance

Monday, September 26, 2011

9:45 AM - 10:45 AM
What If There Was a Money Pill? Financial Security and Workplace Wellness
Ronald Leopold, MD, MBA, MPH, VP National Medical Director of US Business, METLIFE

With so much focus on health wellness to increase productivity and reduce costs, are employers overlooking a critical component in their wellness strategy? What about Financial Health? Efforts to improve American’s health and finances have operated on two separate, but parallel tracks – understand how they are intertwined together and the effect that has on the employee Adding a “money pill” comprised of financial behavior modification and income protection to the traditional wellness formula can significantly enhance…

11:00 AM - 12:00 PM
401(k) Fees: Transparency & Beyond
Jack Towarnicky, Consultant, EBN ADVISORY BOARD MEMBER
2:30 PM - 3:25 PM
Preventing a Depression Generation: Igniting Positive Financial Behaviors Among Younger Workers
William Hunter, BANK OF AMERICA MERRILL LYNCH
3:30 PM - 4:20 PM
401(k) Provider Search
Wayne Bogosian, Founder, President & Managing Director, PFE ADVISORS, INC.
Greg Limoges, CCP, CBP, Vice President, Global Compensation, Benefits and HRIS, FORRESTER RESEARCH, CAMBRIDGE

Tuesday, September 27, 2011

9:45 AM - 10:45 AM
Creating Financial Inclusion
Lisa Horuczi Markus, Director, National Communication, BUCK CONSULTANTS (A XEROX COMPANY)
Linda LoRe, President, FREDERICKS OF HOLLYWOOD
11:00 AM - 12:00 PM
The Educated Retiree
Skip Massengill, (CREdu™), CEO, RETIREMENT EDUCATION INSTITUTE, CREDU™
Joe Saari, President and CEO, PRECISION INFORMATION