Have questions about enrolling for health insurance and other employer/employee benefits?
Key Conversations:
Options that may be available to employers/employees
- Health insurance options
- Health Savings Accounts (HSAs)
- Life & disability insurance options
- Dependent Care
- Flexible Spending Accounts (FSAs)
- Estate document review/preparation
- Reviewing retirement plan contributions
Presenters:
Drew Osborne, CFP®
Brandy Ward
Matt Bellomo, CPA