1st Annual Financial Health in the

Workplace Workshop

Wednesday, April 20, 2022 | 10:00AM - 3:30 PM

Dallas/Addison Marriott Quorum by the Galleria

 14901 Dallas Parkway, Dallas, Texas 75254

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We are proud to announce the first annual 2022 DAHU Financial Health in the Workplace Workshop. The pandemic was a health crisis that became a financial crises. As stewards for our clients’ physical health, the pandemic has taught us that we must also play a role in ensuring our clients’ financial health.  We will feature five speakers on topics relating to financial health in the workplace.

If we don't broaden our knowledge base, we can't serve our clients.

 

HR, Financial Planners, Employee Benefits, Disability, LTC, Medicare - everyone!

 

COST:

  • Lunch only $35 for members

  • Lunch only $50 for guests

  • Full day $75 for members

  • Full day $100 for guests

 

Our Speakers and Topics

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Rodney Mogen, MBA
Producer, Advisor
Consulting & Financial

 

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Katie_Financial

Katie Brewer, CFP Owner
Your Richest Life


 

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Lisa Rehburg
Rehburg Life Settlements


 

Gilles Hudelot,  CRPS
Mentoro Group
Director of Education

 

Katie Brewer,  CFP
Owner
Your Richest Life

 

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Ben Isgur, VP Health Care Thought Leadership,
Fidelity Health Solutions

 

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Gilles Hudelot, CRPS
Mentoro Group
Director of Education

 

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Lisa Rehburg
Rehburg Life Settlements
1 hour CE Available during Lunch. 

Course Title:  Life Insurance Settlements: Benefitting Your Client...and You

Course ID:  130261

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Event Sponsors

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Rehburg Life Settlements
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