Calgary Lunch N Learn - Tuesday, March 10, 2020

Richardson GMP - Board Room     
525 - 8th Ave SW, Suite 4700
Tuesday, March 10th @ 11:30 - 1:15 PM

Employee Health Spending Plans & Risk Management

Managing Employer Risk and Costs in Health Spending Accounts

Lorna will show how to reduce the risk of liability for rising drug costs in these valued employee benefit plans, statistics on cost changes in health care costs, and changes in generic drug prices from pharmacy dispensing medicines to plan members.

There are issues of tax deductibility and tax planning that are key to understand and apply in HSA plans.

Lorna will outline the type of HSA plans you need to know about for advising clients on flexible benefit plans for employees and their use in employee retention. Lorna will show how changing demographics and pharma care issues will affect your clients in the future.

Handouts will be provided to attendees.

Following this presentation, a round table discussion on your experiences will be held to learn what you are experiencing in these challenging times with adding value to retain the ideal client.

Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals.

R.F.P. members who register for this event may invite ONE support staff or other guests interested in becoming an R.F.P. for free.  (To assist with food requirements, please enter the name and email address of your guest in the question box during the registration process).

Event Time: 11:30 to 1:15.
Please arrive on time, as the speaker starts at 11:45.

Cost: $25.00 - Light lunch provided.

Registration closes March 6th, 2020.

We look forward to seeing you on March 10th!

Russell Todd, R.F.P. (Retired),
Program Chair

SPEAKER BIOGRAPHY

Lorna is a Financial Security Advisor and has been a co-owner of Puhl Employee Benefits Inc. since 1990. She has been licensed for life and health insurance in Alberta since 1987 and is also licensed for life and health insurance in British Columbia, Saskatchewan and Ontario. Lorna successfully completed the Canadian Investments Funds Course from the Investment Funds Institute of Canada in 1993 and has held the professional designations of Certified Financial Planner since 1996 and Retirement Plans Associate since 2003.

Last updated: 06 Feb 2020 9:53 PM