Financial wellness benefits can be powerful tools, but only when employees understand how to use them.
Attend this educational discussion on HSAs, FSAs, HRAs, retirement savings, earned wage access, employee assistance programs, and other resources that support employee financial well-being as well as value for the employer.
Attendees will walk away with:
- A better understanding of today's financial wellness benefits
- Insights into common tools like HSAs, FSAs, HRAs, EWA, and retirement plans
- Ways to increase employee awareness and participation
- A clearer view of the employer value and ROI of financial wellness programs
- Opportunities to improve engagement through benefit education
- Knowledge of potential tax advantages and cost-saving opportunities
Don’t miss this opportunity to better understand how financial wellness tools can support employees while delivering greater value for your organization.
Meet the Presenters
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Jere El‑Bakri
Jere El‑Bakri, Chief Retirement Officer at Vensure, brings more than two decades of experience in retirement plan design, administration, and fiduciary education. Jere founded United 401(k) Plans, which later expanded into Elevate 401(k), specializing in Multiple Employer (MEP) and Pooled Employer (PEP) plans. Elevate joined the Vensure family of companies in 2024, bringing exponential value to the company and its customers. Jere has dedicated his career to improving retirement readiness and guiding employers on their fiduciary responsibilities. He holds the AIF® and QPA credentials, FINRA Series 7 and 66 licenses, and an insurance license.
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Cindy Thorne
Cindy Thorne joined the Vensure family in 2016 and she brings with her over 20 years of industry experience to our organization. She currently serves as the Senior Vice President of Benefit Sales at Vensure - Thompson Risk.
Cindy's expertise spans a range of insurance products, from Full-Insured to Self-Funded, ensuring her clients receive the best possible service. Equipped with a Life and Health License issued by all 50 states, Cindy collaborates with clients to streamline operations and enhance their employee benefits strategies. With a commitment to enabling business growth and fostering strong partnerships, Cindy helps organizations navigate the complexities of benefit structures effectively.
SHRM certification has approved this webinar for 1 PDC toward SHRM-CP or SHRM-SCP recertification. A program code will be provided at the end of the webinar.