MC LMS - Help Your Employees Help Themselves: A Discussion on Financial Education and Communication

Help Your Employees Help Themselves: A Discussion on Financial Education and Communication

This session is from the September 2024 Trustee School. Content may be dated.

Session Summary: This session will explore ways to improve defined contribution plan success and participant outcomes through better communication and increased education.

Presenter:

Patrick Harris

Managing Director

IRA Group

Kerry Sette

Vice President, Head of Consumer Insights & Research

Voya

Anthony "Tony" Madera, AIF©, PRP©, CRC, MBA

Senior Recruitment Plan Consultant

Gallagher

Moderator:

Christopher Reynolds, CRPF™, CIMA CEBS, CPP

Owner, President

Fiduciary Services Unlimited LLC

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).

Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.

Prerequisites: None.

Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $80.00 / Non-Member Registration: $120.00

Click HERE to register for this course.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

Session Video Presentation
Session Assessment