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Event Details

    *Stress in the Workplace

    Date: December 14, 2018, 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, 12/12/218 by registering on our website link here- Register Here!

    Stress in the Workplace

    Do you as a plan sponsor, human resource manager, or business owner know how much the effects of stress are costing your business? Sometimes we forget that our greatest assets are our employees. This presentation will convey an important outlook on the unhealthy and expensive repercussions of having stressed employees as well as highlight solutions to keep you and your employees healthy, stress-free, and more productive.

    Thomas E. Stine – As the Director of Financial Planning, he works with Individuals and families on Financial Life Planning. As the Director of Retirement Plan Services, he advises plan sponsors in adhering to ERISA’s rigorous standards and to meet their objective of offering a best practices retirement plan for their employees. Tommy has approximately 18 years of industry experience. As he states, “My passion is helping people achieve their life goals and at the very least that should include retiring on time with a dignified quality of life.”

    Tommy completed the Certified Financial Planner Professional Education Program and obtained the coveted Certified Financial Planner® (CFP®) designation. He has received formal training in investment fiduciary responsibility while earning the Accredited Investment Fiduciary® (AIF®) professional designation. Tommy also holds the Professional Plan ConsultantTM (PPCTM) designation which signifies a commitment to education and service excellence in the qualified plan industry. He is a graduate of the 401(k) Service Training ProgramTM which addresses the service standards in the retirement plan industry and impart professionals not only with the knowledge, but the tools needed to meet and exceed those standards. He has achieved the Certified Plan Fiduciary Advisor (CPFA) designation through the American Society of Pension Professionals and Actuaries (ASPPA) and specifically through their National Association of Plan Advisors (NAPA) division. The credential was developed by some of the nation’s leading advisors and retirement plan experts. Designees must demonstrate knowledge, expertise and commitment to act as a plan fiduciary or help plan fiduciaries manage their roles.

    Tommy and his wife Tina are active and lifelong members of the Winchester Community. He volunteers his time with many worthwhile causes including as a Senior Board Member of the Judges Athletic Association. He is also an avid supporter of his college alma mater, James Madison University. Advisory.

    About Water Street Advisory

    Water Street Advisory is a fee-only financial planning, investment advisory and retirement plan services practice that specializes in game-changing solutions, processes and systems backed by highly personalized consulting support to take the worry out of your retirement plan so you – and your employees – can focus on business. Our advisors, Tommy Stine, Director of Retirement Plan Services and Director of Financial Planning, Ryan Oates, Managing Partner, and Garrett Rohrbaugh, Relationship Manager are specifically trained and credentialed you understand your needs in meeting the complex rules and regulations of ERISA/DOL, making saving easy for employees and making work easier for you.

    Reach out to us today for a complimentary plan evaluation!

    Water Street Advisory 40 W. Piccadilly St., Winchester, VA 22601 540-450-8351

    Investment advice offered through Wealthcare Advisory Partners, a SEC registered investment advisor.

     

     

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

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

    8:30 am-  9:30 am -  Program