Using Behavioral Finance to Improve Retirement Outcomes
Come join us as we explore the latest trend in Retirement Plans and Planning – Behavioral Finance
The Cincinnati/Dayton Chapter of ISCEBS is hosting an educational program on Retirement Plans. How is your organization driving appropriate behavior when it comes to your retirement plans? What should you be doing? What should your advisors be telling you? This program will be of interest to Human Resource Professionals, Accounting Department, CEO and CFOs, alike.
Session 1 will provide a Legal Perspective on Trends within Retirement Plans
Session 2 addresses Best Behavioral Finance Practices
- How behavioral finance can help the Defined Contribution crisis
- Best practices to increase participation, savings rates and participant investment knowledge
- Why behavioral Finance Matters to Your Organization
- Improving Plan Outcomes
- Mitigating ‘non-retirement’ liability
When: Friday, November 18th, 2016
Time: 8:00 – 11am
Where: Interact for Health Conference Center
3805 Edwards Rd #500, Cincinnati, OH 45209
(513) 458-6600
2 Session Program - 2 hours SHRM Credits (Activity ID: 16-CZXF0) and 2 Ohio Insurance CE Credits (Course ID: to come) applied for. No Exam Required
Schedule:
- Registration (8:00 – 8:30am)
- Welcome Greeting and Annual CEBS Meeting (8:30am)
- Session 1: (9-10am) Legal Perspective on Retirement Plans
Steve Von Wahlde, ERISA Counsel at Macy’s
Vice President, Assistant General Counsel
- Session 2: (10-11am) Best Behavioral Finance Practices
Rocke Blair, MBA, CEBS, CBFA and Practice Leader
White Oak Advisors, and
Ed Isakson, PHR ,CCP
HR Director of the Roman Catholic Archdiocese of Indianapolis
REGISTRATION and Speaker Bio’s available on our website: www.cincinnati-iscebs.org