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January Human Resources Exchange: Financial Wellness in the New Year

January 11, 2023 at 8:00 am - 9:30 am


Topic: Checking Your Organization’s Temperature – Financial Wellness in the New Year

We’re offering this complimentary HR Exchange via Zoom webinar. 

Event Speakers: Valerie McClendon and Dan Wagner, Boston Wealth Strategies

Specific topics to be covered are:

For Employers:
1. SECURE Act 2.0 – Two major highlights
2. Choosing the right Safe Harbor contribution
3. Tools that actually make it easy for Employers to sponsor plan

For Employees:
1. Plan – Are you saving enough?
2. Invest – Are your asset allocations correct for your goals?
3. Review – Are you reviewing your savings strategy on a regular basis?

Details: The NH Tech Alliance Human Resources Exchange features experienced professionals as speakers who offer valuable and practical advice on issues important to workplaces of all types and sizes.

More Information: Email us at events@sheehan.com


January 11, 2023
8:00 am - 9:30 am
Event Category:


Sheehan Phinney & NH Tech Alliance