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Kelly Benefits University: Winter 2024 Benefits Symposium – Philadelphia, PA

Event Details

February 22, 2024
8:00 am - 12:00 pm

Date & Time:
Thursday, February 22, 2024 | 8:00AM – 12:00PM

The Union League of Philadelphia
140 S Broad St, Philadelphia, PA 19102

Breakfast and presentations will be held in Grant Room (East)


8:00-8:45 a.m. : Registration, Breakfast, and Networking

8:45-9:00 a.m.: Opening Remarks

9:00-10:00 a.m.: Designing a Retirement Benefit that Matters

John Kelly Jr., Vice President, Kelly Benefits Advisory
Sean T. Kaifer, CRPC, Sr. Director, Distribution – Retirement Solutions, Principal Financial Group
In their presentation, John and Sean will work to unravel the critical influence of Financial Wellness on talent acquisition and retention. Join them as they dive deep into the intricate world of fixed income yields and their impact on employees. Discover cutting-edge strategies, including the incorporation of non-qualified plans, as we redefine the playbook for crafting benefits that not only attract diverse talent but also design retirement plans attuned to the evolving needs of the workforce. This presentation will be a concise yet comprehensive exploration of key elements shaping the financial landscape for organizations and their employees.

10:00-10:10 a.m.: Break

10:10-10:40 a.m.: Vendor Spotlight: Spring Health

10:40-10:45 a.m.: Break

10:45-11:45 a.m.: Beyond Tradition: Next-Gen Strategies for Employee Benefits

Presenter: Bruce Mitchell, Vice President, Kelly Benefits Strategies
This session explores the rapidly expanding landscape of employee benefits, shifting from models tailored for traditional employee groups to a framework aligning with society’s growing emphasis on diversity and personalization. The presentation delves into the impacts of this trend and offers insights for employers to structure an equitable benefit program that remains manageable, effective and affordable.

11:45 a.m.- 12:00 p.m.: Closing Remarks & Adjournment

What is the cost to attend?
Individual registration cost is $65. Tables of 8 are available for $456. Kelly Benefits clients may attend the event free of charge. Clients should contact their Kelly Benefits Account Management team for a free promotional code.

What is the event’s dress code?
The Union League of Philadelphia requires business attire of all attendees. For men, jacket and tie are strongly preferred. Jacket and collared shirt are required at all times on the first floor members-only section of the League House. For women, Business suits, tailored pant or skirt ensembles and dresses.

What are my parking options for the event?
Kelly Benefits will provide parking vouchers for the secure Union League parking lot located across the street from the country club.

Can I receive credits for attending?
This program is pre-approved for 2.5 HRCI and SHRM recertification credits.

What is the registration and cancellation policy?
Registration includes breakfast and all educational sessions. Pre-registration is required; availability is not guaranteed for walk-ins. Payment is required upon registration. Cancellations may be made up to one week in advance, afterwards, no refunds will be given, but substitutions may be made.