Benefits Breakfast Meeting

Employee Financial Wellness – Preparing for a Better Tomorrow

Brief Synopsis of Program:

Join us as we discuss the various aspects of assisting individuals with retirement planning. Brian will walk through a general discussion of how he approaches financial and retirement planning with clients.  Discussion will include common stumbling blocks as well as keys to a successful financial plan.

Learning Objectives:

To give Human Resources professionals an overview of the retirement / financial planning process in order to have a better idea of how to develop and administer financial wellness programs with their employees.

Meet our Speaker!

Brian Standage, (RFC, CPFA) is an Investment Adviser Representative and a Registered Financial Consultant with over 30 years in the financial industry. After receiving his undergraduate degree in finance from Missouri State University and a master’s degree from Drury University, he began his career while working in the banking industry for nearly two decades. He joined Holmes & Griffeth in 2006 and is now a co-owner.