Annual May Conference: Benefits, Financial Wellness and Motivation

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Annual May Conference: Benefits, Financial Wellness and Motivation

May 11, 2021 @ 10:00 am - 1:30 pm CDT

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10:00 am -11:00 am: Strategic Benefits presented by Cara Kirsch of Gallagher Benefits Services, Inc.

11:00 am -11:15 am:  Networking Break

11:15 am -12:15 pm: Financial Wellness in the Workplace presented by Bert McClintock and Brian Brandt of Strategic Financial Solutions

12:15 pm – 12:30 pm: Networking Break

12:30 pm – 1:30 pm: Navigating the New Normal presented by Terry Whitson

Presents: Strategic Benefits.  Gallagher, a global leader in insurance, risk management and consulting services. Much more than simply an insurance broker, we are an international group of partners that provide cost-effective, client-centric, and expertise-driven risk management solutions. Our leadership team fosters a dynamic, entrepreneurial culture that has made us an innovator in creating new products and services for our clients.

Cara Kirsch is a seasoned employee benefits expert with more than 20 years of experience. Her passion is helping employers of all sizes build employee benefit plans that employees find valuable while still adhering to the company’s bottom line.
In her role as Area Vice President with Gallagher Benefit Services, Inc, Cara is responsible for business development as well as consulting her clients. Cara has specific experience with developing provider networks, using direct primary care strategies and managing self-funded plans. The combination of her keen eye for detail and her ability to navigate the complicated employee benefit vendor arena gives her an arsenal of solutions to deliver huge results.

Cara is community oriented with a focus on the needs of women and families. She currently sits on the Executive Board of the Bellevue Chamber of Commerce and is the treasurer for the Nebraska Association of Health Underwriters. Cara was a Midlands Business Journal 40 under 40 winner and is a graduate of Leadership Nebraska Class X. Cara created the annual conference “Ignite! Women in Insurance” in 2018 to establish a place for over 200 women in insurance to feel empowered and supported as they learn and develop in their work. She also authors articles that have been published in various employee benefit magazines such as Employee Benefit News.

Presents Financial Wellness in the Workplace.  An introduction to what financial wellness is, what issues are facing the workforce today, and what can be done to assist you/your team/your employees on a more meaningful path to financial wellness.

Learning Objectives

  • Understanding on what Financial Wellness is/means.
  • Top Issues/Concerns facing the workplace today.
  • Your role in empowering employees

Presented by

Bert McClintock, CFP, FLMI, AIF is a Certified Financial Planner and Accredited Investment Fiduciary.  He has been in the financial services industry since 1998 and joined Strategic Financial Solutions in 2005.  Bert prides himself in working with plan sponsors, providing their employees with robust and meaningful retirement plans, in addition to working with his individual clients on their path to financial independence.  He has been married to his wife, Tia for 15 years and has 2 children that keep him on the go with their numerous activities.  Bert is the Vice President and Partner at Strategic Financial Solutions and is proud to be working with local companies and their employees to provide retirement and holistic financial planning solutions.

Brian Brandt, CFP®, AIF® is a Certified Financial Planner, an Accredited Investment Fiduciary, and a community leader.  Professionally, Brian served as the Regional Managing Director for Principal Financial Group for over 15 years before joining Strategic Financial Solutions early last year.  With offices in Cedar Rapids, Iowa City & Davenport, he led one of the largest organizations of Financial Advisors and staff for Principal while earning numerous industry and company awards for outstanding performance. He brought that leadership experience to SFS and became the Executive Retirement Specialist, helping business and corporate leaders plan for their financial futures.

TW Training Presents: Navigating the New Normal

Telework is not for everyone! Some people prefer to work in another location other than work, some prefer to be in the office, and others do not have the option to work elsewhere due to the functions of their job. As some of you know that are already working remotely, there are many things to take into consideration for you and your team members when teleworking. For example, how do you balance offsite and onsite work? How do you know if people are being productive? What should be expected from team members and what should they expect from you, their leader? Please join me in answering these questions and others you may have during this session.

Learning Objectives

  • If telework is the right option for you or your team
  • What team members and leaders need from each other when teleworking
  • Defining expectations and outcomes for maximum team productivity

Terry Whitson is an independent training and development consultant with over 25 years experience in corporate training. She earned her undergraduate degree in Business and Marketing from the University of Iowa and a master’s degree in Adult Learning and Organizational Performance from Drake University.

Prior to starting TW Training twenty-four years ago, she was a human resource professional and corporate trainer for several large companies. She also gained valuable insight into customer communications from her early work experience as a director of customer service.

This ideal blend of education and experience has provided Terry with the understanding and skills necessary to develop and deliver successful training programs for industry, government, and health care on such topics as leadership, team building, customer service, and communication. She is also an adjunct faculty member at Kirkwood Community College (33 years) and Mt. Mercy University (12 years).


May 11, 2021
10:00 am - 1:30 pm CDT
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Virtual Meeting
Cedar Rapids,
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