Event Details

       Schedule

11:30am-12:00pm Networking, Lunch and Chapter Business

12:00-1:00pm "Repurposement - Experiencing the Financial Freedom to Start Living on Purpose Today" Presentation

1:00pm-4:00pm Company Wellness Training

Cost and Credit Information

You must register for the training separately from the lunch and presentation. 

Networking, Lunch and Chapter Business & "Repurposement - Experiencing the Financial Freedom to Start Living on Purpose Today"

$15.00 – SHRM Topeka Members - Check or Cash Payment At the Door

$16.00 – SHRM Topeka Members - Online Payment via Paypal + $1 convenience fee

$20.00 – Non-members or guests - Check or Cash Payment At the Door

$21.00 – Non-members or guests - Online Payment via Paypal + $1 convenience fee

$0.00 – Referral or anniversary with email notification from board member 

Attendees will receive 1.0 hour of HRCI and SHRM recertification credit for this presentation. 

Company Wellness Training 

$30.00 – SHRM Topeka Members - Check or Cash Payment At the Door

$31.00 – SHRM Topeka Members - Online Payment via Paypal + $1 convenience fee

$60.00 – Non-members or guests - Check or Cash Payment At the Door

$61.00 – Non-members or guests - Online Payment via Paypal + $1 convenience fee

Attendees will receive 3.0 hours of HRCI and SHRM recertification credits for this training. 

Program Details and Registration Links

Repurposement – Experiencing the Financial Freedom to Start Living on Purpose Today with Troy Redstone, PHD. Retirement Consulting

Repurposement is a new paradigm for serving your employees, improving the company culture, and mitigating the financial stress at work. Rather than focusing on a future date (like retirement) it concentrates on helping employees today with day-to-day money choices that produces financial wellness and holistic wellbeing.

PHD. Consulting specializes in building healthy retirement plans that produce healthy retirement outcomes (by way of Plan Health Design, or PHD.). But it’s not necessary to wait until retirement to enjoy the fruits of your labor. The goal is financial independence and financial freedom TODAY, shifting from Retirement Readiness to Financial Security.

If you provide a workplace retirement plan, you should consider undergirding this plan with holistic financial wellness that looks at the entire financial picture for each employee, looking beyond the 401(k) investments to budgeting, eliminating debt, stewardship, and savings goals. The mission is not to drive better outcomes for some employees but to drive better outcomes for all employees. Living paycheck to paycheck, emergency loans, college savings (or college debt), causes so much financial stress, uncertainty, and insecurity. Aging workers are struggling with funding long term care while wondering if they can even retire. Other employees are caught between taking care of their kids as well as their aging parents. The recent trend in the workplace is FIRE (Financially Independent, Retire Early). Repurposement produces financial independence and financial security with money coaching (and behavioral coaching) for each employee.

This presentation will provide several distinct action steps:

• How to build a financial wellness program.
• How to evaluate the various financial wellness programs in the market today.
• How to choose the financial wellness program that fits you (and your company) best.
• How to measure the success of a financial wellness program.
• And how much should you be paying for a financial wellness program?

Registration is now closed.  

Company Wellness Training with Mark Thompson, BCBSKS

1. Why Wellness? – an overview of the importance of addressing wellness both within an organization and individually.
2. How Wellness? – some nuts and bolts about taking steps to implement wellness, at the individual level, with specific attention to physical activity.
3. Holiday Wellness? – in recognition of the upcoming Holiday season, some pointers and perspective on how to get through them, in a more healthy manner.

Registration is now closed. 

Speaker Bios

Troy Redstone

Troy Redstone is a Fee-Only retirement plan consultant, an accomplished public speaker and published author, and Behavioral Finance expert. He enjoys serving employers to help with their most important employee benefits (financial wellness and retirement). His team helps employees retire better and helps employers sleep better. He is a Certified Plan Fiduciary Advisor (CPFA®), a Certified Behavioral Finance Analyst (CBFA®), a Certified Financial Education Instructor (CFEI®), and an Accredited Investment Fiduciary (AIF®). 

 As the founder and Chief Behavioral Officer of PHD. Retirement Consulting, he specializes in helping companies balance Purpose and Profits and People. 

He is a member of the Retirement Advisor Council, recognized as one of the 125 leaders in the retirement plan industry in America, and currently serves on the Board after serving as President (2018-2020); is a member of the Employee Benefits Institute, and currently serves on the Board after serving as Chairman of the Board (2019); and a thirty-year veteran of keynote speaking at conferences and seminars throughout the country.   

He is the bestselling author of Repurposement: Experiencing the Financial Freedom to Start Living on Purpose Today, and 401(k) Architecture: Design a Retirement Plan that Serves Your Purpose and Your People. He attended The University of Alabama (BA in Behavioral Psychology), Anderson University (M.Div.) and Rockhurst University (MBA in Finance). 

He lives in Kansas City with his bride of 27 years, an Aussiedoodle named Dixie, and occasionally his son, when home from college.   

Mark Thompson

Mark Thompson is the Lead Employer Group Wellness Coordinator at Blue Cross Blue Shield of Kansas.He works with employer groups throughout Kansas to assist them in developing, implementing, and evaluating workplace wellness programs and connects them to resources and programs available to individuals enrolled in BCBSKS health insurance.

Mark has taught in higher education and worked for the Kansas State Department of Education, with a focus on health education, physical education, and all aspects of wellness. His approach to educating and training on wellness focuses on establishing and working toward achievable goals that result in behavioral change at both the individual and system levels.