Building Employee Financial Well-Being
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Please join us on Tuesday February 28th, 2017 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary. |
As the workforce ages, the practical implications of employee financial well-being from both an employer and employee perspective are becoming more apparent. Managing a workforce, maintaining engagement and productivity, and enabling employees’ preferred choice of retirement date to match business requirements are issues organizations need to address. This session will focus on two main themes: - How employers can promote financial well-being, and
- What leaders and managers can do to implement behavior changes throughout the organization.
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CE CREDITS PENDING |
| Dan Morrison, FSA, FCIA, CFA
Senior Retirement Consultant, Willis Towers WatsonDan is a senior retirement consultant for Willis Towers Watson in Calgary and the Canadian leader for Willis Towers Watson’s Benefits Advisory and Compliance (BAC) service line. Dan has worked in the pension and employee benefits industry for over 30 years, serving sponsors and administrators of large public and private sector pension plans, and including two years as Senior Manager, Pension and Benefits for a Calgary-based multi-national corporation. Dan’s practice focuses on the governance, design and actuarial needs of defined contribution and defined benefit pension plans. | | Dan is a graduate of the University of Waterloo, with a Bachelor of Mathematics in Actuarial Science and Statistics. He has been a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries since 1986 and received his CFA charter in 2014. He maintains an active role with the Association of Canadian Pension Management, currently serving on the Alberta Regional Council and the National Conference Planning Committee. |
 | Trish Miller, FCIA, FSA
Consulting Actuary, Willis Towers Watson
Trish Miller is a consulting actuary in Willis Towers Watson’s Retirement line of business in Calgary. Since joining Willis Towers Watson in 2004, she has consulted with various clients in areas such as plan design, plan governance and actuarial valuations for small- to large-sized pension plans.
Trish has a Bachelor of Science and an Advanced Post Baccalaureate in Actuarial Sciences from the University of Manitoba and is a fellow of the Canadian Institute of Actuaries and the Society of Actuaries. Trish joined the Southern Alberta CPBI Program Committee in 2016 and has been involved with the Actuarial Club of Alberta since 2009.
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| | | What attendees are saying about our recent sessions- “When a presenter holds your attention with content and style and you don't realize an hour has passed, they have done an excellent job.”
- “Really good presenter and topic of presentation is timely. The presenter made a very technical topic accessible and interesting.”
- “Highly recommend PD day for my colleagues to attend in the future.”
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| | WhenTuesday February 28, 2017
11:30 am to Noon - Registration and Buffet Lunch
Noon to 1:30 pm - Presentation and Questions
| | Where
Fairmont Palliser Hotel
133 9th Avenue SW
Oval Room | | | | | | | | | | Registration Fee
CPBI Members: $ 65
Future Members: $ 95
Table of 8: $ 640
GST #106865330 RT0007 | | Information
Krista Esau
Phone: (587) 435-2724
[email protected] | |
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