Description

Business PowerHour will be held Tuesday, March 18th from 11:30 a.m. – 1:00 p.m. Lunch and Networking at 11:30 a.m. and the presentation begins at 11:45 a.m. Our Guest Speakers are Sabrina Moore, Senior Advisor with Disciplined Investors and Dana Parks with PB&H Benefits, LLC

TOPIC: "Securing Your Future: The Importance of Retirement Plans and Investing"

Are you prepared for your financial future? In today's ever-changing financial landscape, planning for retirement and making smarter investment choices are more critical than ever.  This seminar is designed to guide you through the complexities of retirement planning and investing, ensuring you have the knowledge and tools necessary to make informed decisions about your retirement and investment strategies

Key Learnings: 

1. Investing and Your Future
2. Different Types of Retirement Plans
3. How Retirement Plans Benefit the Business Owner
4. How Retirement Plans Benefit the Individual

Sabrina Moore is a Senior Advisor at Disciplined Investors, bringing a decade of experience in managing and advising on retirement plans.  She oversees more than 50 retirement plans in the region, totaling $300 million in assets and serving over 8,000 participants.  Sabrina focuses on employee education and retirement outcomes, supporting businesses as plan sponsors, investment selection and monitoring, and acts as a fiduciary in all aspects of plan management.  She is dedicated to ensuring both companies and individuals maximize the benefits of their retirement plans.

Dana Parks is the President and Partner of PB&H Benefits, LLC, the firm's employee benefit practice providing third-party administration for flexible benefit and retirement plans.  She has experience in all areas of the employee benefit practice.  With over 30 years of client service experience, including 20 years focused on employee benefits, Dana oversees all recordkeeping functions, manages the client service team, develops marketing and educational materials, provides sales and client development services, and leads all conversions.  Dana is a leading industry expert in retirement plan design, compliance and best practices.

***This event is a member benefit. If you are not a member and are interested in learning more about membership, please contact Lupe Teichelman at lteichelman@wacochamber.com***