Adviser Talks: Kenneth Catanella On Financial Wellness
The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit."
Tag: PANC2023
Adviser Talks: Scott Ciullo on Participant Enrollment
The director of retirement plans for KerberRose Wealth Management walks through a case study for on-site participant enrollment.
Adviser Talks: Phil Sherman On Behavioral Finance (Video)
Sherman, of Deschutes Investment Consulting, discusses the importance of communication style and language in reaching participants.
Adviser Talks: Leah Sylvester Discusses Preparing Plan Sponsors for Audits (Video)
Sylvester, of Shephard Financial, discusses the importance of tracking the plan design decisionmaking process with clients.
Adviser Talks: Kelli Send Discusses Plan Participant Services (Video)
Send, of Francis LLC, discusses the importance of connecting with participants beyond the 401(k) to help with overall financial success.