EXPERT EDUCATION
Events and Webinars
Employee Benefits
Open Enrollment That Works: Why Employees Do Not Engage — and How Modern Communications Drive Better Choices
Practical communication strategies to strengthen open enrollment effectiveness and employee decision-making.
August 18, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Point Solutions, Proven: Why Vendor Sprawl Fails — and How to Identify What Actually Drives Impact
A clearer framework for sorting through point solutions to determine where investment may—or may not—deliver value.
September 15, 2026 at 01:00 pm CT | Virtual
Register Here
Employee Benefits
Primary Care as a Strategy: How Direct Primary Care Can Lower Costs and Improve Outcomes
A clearer understanding of how Direct Primary Care can be used as a strategic lever to improve outcomes while controlling total cost of care.
October 20, 2026 at 01:00 pm CT | Virtual
Register Here
THOUGHT LEADERSHIP
Insights
Financial Services
The Hidden Cost of Sitting on Cash
Holding cash might feel safe — but it could be quietly costing you. Learn how to find the right balance between flexibility and growth, so your money keeps working as hard as you do.
July 28, 2025
Find out more
Financial Services
Tuition, Travel, Retirement — Can You Plan for It All?
You’re juggling college savings, retirement planning, and living fully today. Here’s how a personalized plan can help you balance it all — without losing momentum or peace of mind.
July 28, 2025
Find out more Financial Services
What Does Wealth Mean to Your Family?
Wealth is more than a number — it’s what you’re able to do with it. Discover how aligning your financial strategy with your family’s values can lead to greater clarity, connection, and purpose.
July 28, 2025
Find out more Financial Services
Monthly Market and Economic Update - June 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 7, 2025
Find out more