February 13, 2025

Webinar

4 CPE

Webinar (CPA Crossings): Retaining Talent in a Competitive Marketplace 🗓️

February 13, 2025
Webinar
4 CPE

Webinar (CPA Crossings): Retaining Talent in a Competitive Marketplace 🗓️

  • View Bio

    Instructor

    David
    Peters

    View Bio

    David Peters

    Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA, is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Va., as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry. He regularly teaches courses in accounting, finance, insurance, financial planning and ethics throughout the United States.

  • 🗓️ View additional dates for this course

    Retaining Talent in a Competitive Marketplace -Creating a Benefits Program Employees Care About In today's competitive marketplace, retaining talented employees is becoming increasingly difficult. A solid benefits program can make a difference in the fight for talent
  • but only if those benefits matter to the employees you are trying to hire! Through statistics and case studies, this course will explore what benefits are most valuable to employees. We will also explore the basic types of retirement and health insurance plans and discuss what financial leaders should consider before adopting a benefits package. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to...

  • Identify what types of benefits employees find valuable
  • Recall the basic types of retirement plans and how they differ
  • Distinguish between the basic health insurance plan types
  • Recognize how life insurance may be incorporated into an employee benefits package

Major Topics

The major topics that will be covered in this class include:

  • Decision Making Theory
  • Compensation & Employee Satisfaction
  • What benefits do employees care about?
  • Retirement Plan Basics
  • Health Insurance Basics
  • Disability Insurance Basics
  • Life Insurance Basics
  • Fringe Benefits
  • Summing It Up

CPE Credits Available

4 CPE
4
Personnel/Human Resources

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business/Practice Management

Prerequisites

Basic knowledge of employee benefits programs.

Advanced Preparation

Basic knowledge of employee benefits programs. This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Financial leaders who are involved in the employee benefits function of their company, as well as tax practitioners and financial advisors who advise clients on employee benefits issues.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 149 149
    Join

  • COCPA Non-Member

    $ 194 194
    Your Price

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