Retirement Plan? Check. Health insurance? Check. PTO? Check. Let’s face it. Your benefits are boring and just like everybody else’s. In this labor market we need to think of fun and creative ways to really differentiate your benefits package! I’ll share new and cutting-edge programs that employees actually want. Plus tips and tricks for improving your current packages. With a little creativity we can make your benefits package truly unique to you!
Learning Objectives:
In-person session offerings are on a first-come, first-served basis.
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Jeanne J. Sutton, CFP
Managing Director
Strategic Retirement Partners
Connect Online with this Speaker
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Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.