Financial Wellness

November 15, 2018
11:30 AM EST - 1:00 PM EST
 Add to Calendar

Holiday Inn Conference Center
1208 W Douglas Road
Mishawaka, IN 46545
Venue website

From student loan debt to retirement, employees increasingly need assistance with financial stresses. Employers often focus on an employee health care options, but HR can take a broader view that includes an employee’s financial wellness as well.

Join Jeff Graf of ARGI to learn more about driving results through 401(k) plan designs, customizing successful financial plans, and measuring success in terms of increased employee morale and engagement when you include financial aspects in your overall employee wellness strategy.

About our Presenter

Jeff Graf has more than 22 years of experience working with qualified retirement plans focusing on plan sponsor consultation and employee education.  Prior to joining ARGI in 2017, Jeff was the Director of Client Services for a national 401(k) recordkeeper responsible for supporting 401(k) plans with more than 100 employees and $1M in assets.  He graduated with a BS in Business/Finance from Indiana University and lives in Indiana with his wife and two boys. 


About our Sponsors

Bethel College Adult & Graduate Studies offer programs designed to make it realistic for adults to earn a degree while managing life responsibilities. We do this by offering the following; accelerated online or evening classes starting every seven weeks, transfer friendly programs, credit opportunities for prior learning experience, affordable tuition rates with financial aid options. Advance your career by earning a degree at Bethel.

The Drucker Institute, based at Claremont Graduation University in Claremont, California, is partnering the City of South Bend and the Saint Joseph County Public Library to turn South Bend into a City of Lifelong Learning.



$25.00 Member Ticket

$25.00 Non-member/Guest Ticket