A Modern Approach to Employee Benefits: How They Impact Your Liability & Bottom Line

FREE SEMINAR | REGISTER HERE

Register Now!

This FREE seminar is open to Business Owners, Chief Financial Officers, Chief Executive Officers, Human Resource Directors and city leaders. Presented to you by Carnegie Investment Counsel and WellAdvised(k).

Why should I attend?

Because over 70% of working Americans are living paycheck to paycheck and they need sound financial solutions.  Help comes to their employees by installing this “Employee Care” program, in concert with Financial Coaching. In many cases, offering these things will benefit your bottom line.

What will I learn?

  • How to bulletproof your employee benefits plan for DOL AUDIT
  • How to reduce or eliminate financial stress in the workplace & lives of employees
  • Keeping your balance sheet healthy by reducing turnover, absenteeism, presenteeism, safety concerns & rising health care costs.
  • Guidance to better recruit, retain and reward the next generation of workers
  • How to become an employer of choice.

Speakers:

  • Keith Warmbein, Principal & Director of Participant Services of Carnegie Investment Counsel 
  • Matt Dunlap, Asst. VP of WellAdvised(k)
  • David Donaldson, President & CEO of ERISA Smart
  • Judah Musick, Chief Innovation Officer of Red Rocks Credit Union
  • Jamie Linkowski, President of PrimeSolutions Advisors

Event Details:

When: Thursday, November 14, 2019. Select to attend the Morning OR Afternoon session.

  • Morning: 9:00-11:00 a.m.
  • Afternoon: 3:00-5:00 p.m.

Location: Babb Inc. Office | 850 Ridge Ave, Pittsburgh, PA 15212

Have questions? Call Samantha Melaragno at 412-237-2033

Submit the Registration Form:

Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Carnegie or any person associated with Carnegie has achieved a certain level of skill or training. 

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. The FT 300 is one in a series of rankings of top advisers by the ​Financial Times. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.  Please see our website for other important disclosures: https://www.carnegieinvest.com/disclosures.html

©2021 Carnegie Investment Counsel. All Rights Reserved.