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Event Details

    Financial Wellness with Niki Gray, Chris Augelli, & Donald Stegall

    Date: February 17, 2017, 7:45am – 9:30am
    Organizer:
    Cumberland Valley SHRM Chapter
    Location:
    Homewood Suites
    1650 Pullman Lane
    Hagerstown, Maryland 21740
    Price:
    $20.00 MEMBERS $25.00 Non Members (Guests or individuals who have not paid 2017 dues), all of our event fees are non-refundable
    Event Type:
    Meeting
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    Please RSVP by Wednesday, 2/15/2017 by registering on our website link- Register here!

     

    7:45 am -8:15 am - Registration/ Breakfast/ Networking

    8:15 am - 8:30 am  - CVSHRM Update

    8:30 am-  9:30 am -  Program 

    HR Competency:  tbd

    Financial Wellness

    Niki Gray, CFP®, CRPC®  - Chris Augelli - Donald Stegall, CRPS®

    Financial wellness is the ability of individuals to manage daily finances while setting short- and long-term saving goals so that they can invest in a secure financial future.  Short-term barriers such as debt or a lack of emergency funds can prevent employees from reaching long-term goals, including saving for college and retirement. For many, it makes sense to get their immediate financial situation under control as part of developing a successful, long-term financial strategy.  More often than not, next to their home, a 401k will likely be the largest asset an employee has at retirement.

    Research shows that financial stress takes an emotional toll; it can adversely affect physical health and well-being, as well as productivity.  Consider:

    1. 64% of U.S. workers say finances are their main source of stress
    2. 70% of human resources professionals surveyed say that financial problems impact employee performance
    3. 44% of employers believe that offering some additional guidance on handling finances will decrease the time employees spend at work tending to financial issues

       

      Today’s employers are competing to attract and retain qualified employees, endeavoring to keep their workforce focused and productive, and managing limited resources for employee benefits, all while trying to remain competitive.  In this challenging environment, employers are taking note of employees facing financial difficulties and drawing connections between employees’ finances, overall health and wellness, and job performance.  When designing or changing the retirement plan offered to employees, it’s important to choose a plan with certain features that will help lift overall financial wellness.

    Niki Gray, CFP®, CRPC®
    Merrill Lynch Financial Advisor

     

    Niki is a Financial Advisor with over fifteen years of experience who earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. in 2007.  She also holds the Chartered Retirement Planning Counselor SM (CRPC®) designation and has her licenses for Life, Health, Variable and Long-Term Care insurance.  Niki is dedicated to providing advice and guidance in order to help anyone pursue the “bigger picture” of the financial life they desire.  She supports her clients financial foundation by collaborating with them and their professional advisors in order to avoid financial blind spots and synchronize total financial wellness across multiple disciplines.  She graduated from Frostburg State University in 2000 with a Business Administration in Finance degree.

    Chris Augelli

    Vice President, DCIO Regional Sales Consultant

     

    Chris is responsible for the distribution of T. Rowe Price’s asset management products and services to intermediaries servicing the defined contribution retirement marketplace.  Chris brings over 20 years of experience in the retirement industry to his role.  Prior to joining T. Rowe Price, he served as Vice President of Product Marketing & Business Development for ADP Retirement Services.  In that capacity, his organization was responsible for competitive intelligence, product marketing, investment strategy, marketing communications, and ADP’s distribution relationships with leading financial services firms.  Chris previously led ADP Retirement Services’ Sales Operations organization, with responsibility for the strategic and logistical support of RS’ 200+ FINRA licensed retirement sales specialists.  Chris began his career as a Benefits Analyst for Sedgwick Noble Lowndes, a third party administrator that provided a broad range of administrative and consultative services to retirement plans.  He is a graduate of Rutgers University in New Jersey. 

     

    Donald Stegall, CRPS®
    Merrill Lynch Financial Advisor

    Donald Stegall is a Financial Advisor who has earned the CRPS® (Chartered Retirement Plan Specialist
    SM) designation from the College for Financial Planning.  Don is in his 6th year coming over from Morgan Stanley specializing in 401(k) profit sharing plans, DB plans and non-qualified executive bonus plans.  He creates processes that adhere to Investment Policy Statements for Pensions, 401k plans, Divorce Settlements and Institutional Trusts as well as personal wealth plans.  PLANADVISER magazine recognized Donald Stegall with The Napolitano Group as one of the nation’s “Top 100 Retirement Plan Advisers” for 2015.1  Don concentrates on retirement plan counseling for companies as well as creating goal-driven retirement portfolios for their current and retired employees.  He graduated from Montclair University in 1993 with a Business Communications degree.