Retirement: Preparing Your Employees for Life After Work

(Virtual Event)



When: Tuesday, April 19, 2022 (10:00 AM - 11:00 AM CST) 


Speaker: Josh Wheatley, Principal Financial


Cost: $5 for GRHRA Members | $10 for Non-Member | Free for Students




Retirement....whether you are days, months, years or d ecades away, it's never too early or late to develop a financial plan towards the big R ! And if you are in the world o f HR Benefits, are you in the know of what reti rement plans are now offering to encourage people to save more for retirement?


Joshy Wheatley, Senior Financial Services Representative at Principal Financial, will provide us with an interactive event with someone who has recently retired and had to navigate through this process. He will also touch on basic retirement savings for individuals and will welcome any and all questions!


After attending this event, you will have more knowledge on the following topics and their relevance to a retirement plan:

  • Retirement Plan advantages
  • Roth Component
  • Social Security
  • Tax Saving advantages (recent tax law changes)
  • Life insurance roll in planning,




A big THANK YOU to our sponsor for this event,







10:00AM - 11:00AM Tue 19 Apr 2022, Central timezone

Virtual Event Instructions:

Look Who's Coming:

Patti Kenyon
Michelle Harrell
Matt Rednour
Lea Ann Dies
  Russell Construction and Development
Mary Jones
  Management Resource Group, Ltd.
Laura Flanagan
  Management Resource Group
Liz McCredden
Margaret Davis
Leonna Ellis
  Augustana College
Kelly Carnes
  RIA Federal Credit Union
Rachel Gustafson
  R.I.A. Federal Credit Union
Tom Schuetz
  Alera Group Quad Cities
Peggy Brehmer-Hull
Rachel Ricketts
... a total of 14 guests.
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