Organizational Strategies for Health & Financial Wellness

Sunday, January 19 - Monday, January 20, 2020
Sheraton Sand Key, Clearwater Beach, FL

Registration coming soon!

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.


  • 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 Hyde
Pension Administration Manager

​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


  • Crystal V. Hover, CEBS CEO and Chief Strategist Kitchen Table Consulting
  • Linda J. Robertson, M.S.F.S., CEBS, CFP, ChFC Director of Planner Operations Financial Finesse, Inc.

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

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Registration Information

RegisterRegister now and save until December 19