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Monday, September 22, 2025 Live Webcast

Retaining Talent in a Competitive Marketplace (X2-57807)

2:00 PM - 6:00 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.
(4.6)

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