Broker Check
06 Feb
Webinar – SHRM and HRCI Credits Available

Description


Join us on Tuesday, February 6 at 1 pm ET.  

In this timely discussion, we will review:  Latest Trends in Plan Design: Integrating Zillennial Needs

As Zillennials (employees born between approximately 1997-2001) enter the workforce, understanding their unique perspectives and concerns is essential for fostering long-term financial well-being. In this webinar, we will explore the challenges faced by Zillennials, tailor retirement plans to their preferences, discuss effective communication strategies, and share success stories of organizations supporting this demographic. Don't miss this opportunity on to gain valuable insights into engaging the newest generation in retirement planning and building a financially secure future.

Earn HRCI and SHRM CE credits. This session is pre-approved!

Presented by Jill Barry Shea, Veronica Lee, and special guest, Ashley Passow.

Jill has over 30 years of experience in investment consulting, plan design, fee analysis, ERISA compliance and fiduciary best practices. Previously, Jill was a defined contribution regional practice leader at Mercer Health & Benefits. In 2006, she founded and successfully built Shea Retirement Services. Jill received a Bachelor of Arts in international relations from Scripps College in Claremont, CA. Jill was named a Financial Times 401 Top Retirement Advisors and 401kWire.com ranked her one of the “Top 40 Most Influential Advisors in Defined Contribution.” NAPA Net ranked her one of the “Top Women Advisors" of 2012, 2020, 2021, 2022 and 2023


As a member of the Senior Management team, Veronica is an exceptional contributor to the quality of client relationships as Chief Relations Officer. Veronica joined RPAG at its inception in 2004, one of three original employees. She spent the first 10 years as Senior Vice President of Client Service. Veronica graduated from the University of California at Los Angeles (UCLA) and earned her BA in history.

 

Ashley is our special “Zillennial” guest, but also the Digital Marketing Specialist at RPAG. She is passionate about being financially savvy and thrives on staying ahead in her field of digital marketing. Ashley's knack for innovative digital strategies has elevated RPAG's online presence since employed with RPAG in June of 2022. Ashley graduated from University of California, Santa Barbara, and earned her BA in Communication.

 


Date and Time

Tue, Feb 06, 2024

1:00p - 2:00p EST

Location

Zoom

PT1H

Event Registration