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Past Events

Event Recap: For Your Benefit: It’s Open Season! #adultingseries (Nov. 2018)

The Academy’s Nov. Panel Event gave a lot of informative and practical advice regarding employee benefits! Attendees learned from our experienced panel on how to maximize and understand your employee benefits package and available options. Whether you are starting a new job, working for a longtime employer, or planning to open your own business, this event gave attendees an improved understanding of employer considerations in offering benefits and demonstrate how employees can set themselves up for success by maximizing benefits.

Panelists included Amy Thompson (Attorney at Jackson Lewis), Eric Gustafson (Advisor at Wells Fargo Wealth Management), and Kelly Martinson (CPA and Advisor at Lutz & Co).

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