Retirement Planning: How to Attract Top Talent, Navigate Today’s Marketplace and Remain Focused on Growing Your Business

05/27/2021 CST • Workshop Room 2

The global economy is volatile, and time is a luxury for many business owners, so the effort it takes to create and offer a retirement plan can be overwhelming. But just as saving for retirement is crucial to your own financial independence, offering a retirement plan to your employees is also an important part of your overall benefits package for retention and attracting top talent. Whether you’re just starting your search for a retirement advisor or you’ve been working with one for years, there are several questions you should ask to help ensure you are maximizing you and your employees’ retirement benefits. Ask questions and gain timely insights from industry expert Jim Marx, Director of the Retirement Plans Division at Edelman Financial Engines. His team of experienced retirement plan advisors have been serving the best interests of small business employers and employees for decades.

Presented by:

John Kleeman Retirement Plans Sales Manager, Edelman Financial Engines

With over 20 years of industry experience, John Kleeman, is a Retirement Plans Sales Manager for Edelman Financial Engines. John and the Edelman Financial Engines team of retirement plan experts have been serving the best interests of small business employers and employees for decades. The team provides a range of retirement services – from plan management to employee education - allowing business owners to focus on running their business.
With over 20 years of industry experience, John Kleeman, is a Retirement Plans Sales Manager for Edelman Financial Engines. John and the Edelman Financial Engines team of retirement plan experts have been serving the best interests of small business employers and employees for decades. The team provides a range of retirement services – from plan management to employee education - allowing business owners to focus on running their business.

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