EXPERT EDUCATION

Events and Webinars

Employee Benefits

Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce

In this session, our experts will showcase the value of voluntary benefits, from financial savings to improved retention to addressing the specific needs of their employees.

March 20, 2025 at 01:00 pm CT | Virtual

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Employee Benefits

HIPAA Privacy and Security Overview

Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.

April 11, 2025 at 01:00 pm CT | Virtual

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Employee Benefits

Balancing Cost and Care: Could a Captive solution be the right fit for you?

In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.

April 17, 2025 at 01:00 pm CT | Virtual

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THOUGHT LEADERSHIP

Insights

Wealth Services

Warning Signs That May Trigger a Tax Audit

Certain tax return details can increase the likelihood of an IRS audit. Learn which income levels, deductions, and financial reporting mistakes may raise red flags and how to avoid unwanted scrutiny.

March 18, 2025

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Wealth Services

Weekly Market Update

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors.

March 17, 2025

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Wealth Services

Financial Strategies for Women

Financial Strategies for Women

March 13, 2025

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Property and Casualty

5 Steps to a Lower Workers’ Compensation Mod

Understanding how your Workers' Compensation Insurance premium is calculated can help you manage costs more effectively. One of the primary factors in determining your premium is your experience modification factor — the number that reflects your company’s claims history and directly determines what you pay.

March 13, 2025

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