Certificate Series - Organizational Strategies for Health and Financial Wellness



Certificate Series - Organizational Strategies for Health and Financial Wellness

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In the spirit of protecting the health and safety of our educational program attendees, speakers and supporting staff, the Certificate Series scheduled this June in Chicago, Illinois is cancelled.  Please join us in Orlando this September.

Take a single course in a specific area or take three courses to earn a Certificate of Achievement in the discipline of your choice. Find solutions for today’s challenges and prepare for tomorrow’s opportunities through an enriching learning experience that combines valuable materials, outstanding instruction and networking opportunities.

Organizational Strategies for Health and Financial Wellness Course Topics​

  • Health literacy and​​​ well-being programs
  • Financial literacy and well-being programs​​
  • Individual and population retirement income management
  • Making the business case for implementation of programs​
    • ​​Return on investment
    • Impact on organizational workforce 
      and succession planning
  • Identifying what can and cannot be measured
  • Tailoring solutions to your population's demographics
  • Communication with plan members at different life phases​

Very well-structured classes and well-educated instructors.

Lisa HydePension Administration Manager
IAMAW

​Benefits of Attending

  • Learn from industry experts and your peers.
  • Gain valuable written materials and resources.
  • Discuss the strategies that plans are implementing today and considering for tomorrow.
  • Connect with others who are dealing with similar issues.
  • Demonstrate your knowledge through interactive exercises and case studies.

Who Should Attend

  • Benefits professionals
  • Human resource generalists who deal with plan participants
  • Administrative and customer service staff
  • Representatives of insurance companies and third-party administrators
  • Professionals in all service areas, including consulting, law and financial service
  • Communication, marketing and sales professionals
  • Benefit plan trustees who need to understand the technical aspects of the plans they serve

Speakers

  • Linda J. Robertson, M.S.F.S., CEBS, CFP, ChFC Director of Planner Operations Financial Finesse, Inc.
  • Michelle Spehr, M.A., M.Ed. MCHES, CWWPC, CWF Health and Wellness Consultant The Benefits Services Group, Inc.

​Instructors

Certificate Series instructors are skilled educators, researchers and lead authorities in their field.

Complete List of Instructors

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.


COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Register With Confidence

We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. If, as the event draws near, we determine that we are unable to meet in person, we will let you know of alternative educational options.
All conferences have a no-penalty transfer policy to any 2021 or 2022 program. Hotel cancellation policies apply. See www.ifebp.org/policies.


Registration Information

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