Date & Time:
Thursday, February 22, 2024 | 8:00AM – 12:00PM
Location:
The Union League of Philadelphia
140 S Broad St, Philadelphia, PA 19102
Breakfast and presentations will be held in Grant Room (East)
AGENDA:
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
Presenters:
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.: Employee Benefits: Not Your Parents’ Employee Benefits Program!
Presenter: Bruce Mitchell, Vice President, Kelly Benefits Strategies
This session delves into the evolving landscape of healthcare coverage and support, transitioning from a “Wellness” focus to a holistic “Employee Well-being” approach. Explore how organizations are expanding coverage to address once-taboo health concerns such as mental health and infertility, while also adopting more inclusive tailored coverage for historically overlooked populations. Observe the challenges and successes of ongoing innovation, ensuring employees’ access to affordable and quality care even in the face of lagging rules and regulations. Join us as we examine current trends shaping the future of employee well-being and healthcare coverage.
11:45 a.m.- 12:00 p.m.: Closing Remarks & Adjournment
FREQUENTLY ASKED QUESTIONS
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.