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Monday, April 14, 2025 Live Webcast

Retaining Talent in a Competitive Marketplace (X2-48247)

11:00 AM - 3:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in MT

OVERVIEW

In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent - but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees.

DESIGNED FOR

Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.

BENEFITS

After attending this presentation you will be able to...

  • Identify what types of benefits employees find valuable
  • Recall the basic types of retirement plans and how they differ
  • Distinguish between the basic health insurance plan types
  • Recognize how life insurance may be incorporated into an employee benefits package

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Decision Making Theory
  • Compensation & Employee Satisfaction
  • What benefits do employees care about?
  • Retirement Plan Basics
  • Health Insurance Basics

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of employee benefits programs.

ADVANCE PREPARATION

Basic knowledge of employee benefits programs.

INSTRUCTOR

David Peters

David R. Peters, CPE, CFP, CLU, CPCU, MST, M.B.A.

David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services’ 2019 NextGen Financial Services Professional Award. He holds four master’s degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.

PRICING

$139.00 - Member

$159.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 14 at 10:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings