Join CEG and our partners for an informative morning program. Open to CEG Investors and Speaker Clients; no cost to attend.

Agenda:

8:00 – 8:30am – Breakfast & Networking

8:30 – 8:50am – Welcome & Program Overview

9:00 – 9:50am – Breakout Session I

Thinking Differently About Family Wealth Planning –  Nick Preddice, Behavioral Finance Coach, The Affinity Group

Why owners and executives need to think differently when it comes to their own – and their family’s wealth planning. This session will address common issues and mistakes, how to change your behavior patterns and take a different approach to ensuring future personal financial stability.

Transforming the Risk Function: Performance-driven risk management – Michael Poveda, Managing Partner, Greater Albany Market; Matthew Cooleen, Partner, Risk Advisory Services & Rick Comeau, Senior Manager, Risk Advisory Services, Grant Thornton

A new approach to risk management that could propel your organization into the future.  Hear from Grant Thornton’s thought leaders on the latest trends in enterprise risk management. The presenters will share recent industry insights and the results of Grant Thornton’s Governance Risk and Compliance Survey.  The session will introduce a framework that integrates risk management (including cyber risk management) and performance.  

Alternative Health Benefits Funding—Cost Reduction Strategies. –  Kurt W. Jaeger, RHU, ChHC, Executive Vice President & Chief Marketing Officer, Jaeger & Flynn Assoc., Inc. 

As an employer, alternative funding allows you to flexibly manage your medical and prescription costs more efficiently by eliminating requirements for Affordable Care Act taxes, state premium taxes, and insurance carrier margin.  This can be done on a fully insured basis as well as a self-funded basis thru a variety of different concepts.  The flexibility of alternative funding allows selection of the right mix of cost vs. risk for your particular business environment. Learn more in this session (intended for employers with 100+ full-time equivalent employees).

10:00 – 10:50am – Breakout Session II

Thinking Differently About Family Wealth Planning

Transforming the Risk Function: Performance-driven risk management 

Health Savings Accounts: Getting Beyond Negative Perceptions. – Thomas F. Flynn, CLU, ChFC, President & CEO, Jaeger & Flynn Assoc., Inc.

Health Savings Accounts have been around since 2003. According to research firm Devenir, HSAs have grown to an estimated $42.7 billion in assets and 21 million accounts as of June 30, 2017, and are projected to exceed $60 billion in nearly 30 million accounts by the end of 2019. When we drill down into examining the tax-free benefits, the extent to which they promote healthcare consumerism, etc., they seem like a no-brainer! They can be good for your business, good for your employees, and great for your execs!! Why then do we still run into so much negativity and misperceptions so often whenever we mention high deductible health plans and health savings accounts here in upstate New York? This session, intended for businesses of all sizes, will review HSA basics, how HSA positives easily outweigh the negatives, and how to move beyond the negative perceptions to understanding and appreciation.

11:00am – Event Concludes

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