Financial Academy: Empower Your Wealth: A Women’s Guide to Smart Investing
Presented By: Allie Rivera, CFA, Amy Todd
Join some of the amazing OneDigital Women as they demystify the world of investments. This special edition session, aims to shift the mindset from fear and uncertainty to wealth-building action, empowering you to take charge of your financial future. Investment advice offered through OneDigital Investment Advisors LLC
Financial Academy: How Today’s Headlines May Influence Your Taxes
Presented By: Jerry Lynch
Join us as we explore how current events and policy changes impact your taxes. Senior Vice President, Jerry Lynch will provide insights on how recent headlines may affect your tax and financial planning to help you stay informed and prepared. Investment advice offered through OneDigital Investment Advisors LLC
Ditch the PEO: Unlock Cost Savings and Reclaim Control
Presented By: Jonathan Berry, Jen Humphrey, SPHR®, SHRM-SCP®, Jason Yepko, CPFA®, CRPS®, NQPC ™
As your business grows and evolves, the one-size-fits-all approach of a Professional Employer Organization (PEO) can become more of a constraint than a benefit. The expenses tied to PEO services will outpace the value they provide, creating an imbalance between cost and benefit. Join OneDigital to learn how unbundling your PEO can offer more flexibility, […]
Top Workforce Trends to Watch in 2025
Join OneDigital for an essential advisory session on 2025 workforce trends. Learn to stay competitive, mitigate risks, enhance employee wellbeing, and leverage AI. Register now to navigate the complexities of the upcoming year with confidence!
Financial Academy: Strategies to Conquer Your Debt in The New Year
Presented By: Jon Higham
This webinar provides practical strategies to manage and reduce debt, helping you kick off the new year with a stronger financial foundation. We will cover actionable steps to take control of your finances, reduce high-interest debts, and build a sustainable cash-flow. Investment advice offered through OneDigital Investment Advisors LLC
Northeast Webinar | OneDigital Legislative Update
Presented By: Stephanie Bettinelli, Rebecca Blake, Amy Scannell
Please join OneDigital as they explore the latest legislative updates that will affect your organization as we head into 2025.
Fiduciary Academy: Defined Benefits Plans In The Modern Age
Virtual Event , United StatesPresented By: Sean Patton, AIF®, Spencer Goldstein
Of the 53% of employees participating in a retirement plan, 11% are in a defined benefits plan. While this plan type may be less popular than it was 40 years ago, it still holds a strong foothold as a reliable retirement plan option for many employers. Join us as we delve into the modern applications […]
Financial Academy: 2025 Market Outlook
Presented By: Gregory DeGennaro, CFA®, CAIA®
We can’t predict what 2025 has in store but we can reflect on what we’ve learned in 2024 to better prepare ourselves for the upcoming year. Join us alongside Greg DeGennaro, Director of Investment Communications, as he dives into the key takeaways from 2024 and our initial thoughts on what 2025 may bring. Investment advice […]
Defining an Action Plan for Building Culture Series: Part 2
While "culture fit" is essential, it's equally important to consider "culture add" to foster innovation and diversity. Effective communication is key to cultivating a thriving company culture that attracts top talent and drives business success. Join us for the second installment of our "Defining an Actionable Plan for Building Culture" webinar series on Tuesday, December […]
Compliance Wrapped San Diego
Vintanta Restaurant 1205 Auto Park Way, Escondido, CA, United StatesPresented By: David Morehead, CRPS, CPFA, Laura A. Paszkiewicz, J.D.
Join us for a year-end compliance update and holiday networking event. Learn about key regulatory changes to prepare your business for the new year.