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Programs

 

Programming events are one of the greatest strengths of our chapter, and they are at the heart of what the ASPPA Benefits Council (ABC) of Greater Cincinnati represents, which is to benefit the community served. We maintain a full calendar of events throughout the year, which not only inform our members when new developments are taking shape but also help to identify any overall trends within the retirement plan industry. 

ABC of Greater Cincinnati also provides continuing education credits for those Members that are certified professionals and who are looking for additional CPE—just click on any of the program links to find registration information. If you have any questions regarding future programs, suggestions for topics, or if you would be interested in presenting at one of our future events, please contact us via email.

Upcoming Programs

 

Service Provider Communication Best Practices & Shifting to a Next Generation Workplace

 

Thursday, August 29, 2019

Join us and Speaker Sarah Simoneaux, for a discussion about best practices on communication from Service Providers.

This discussion will cover topics tailored around relevant business topics for retirement service providers and will cover the following:

How to speak ERISA

Effective Communication in a digital world

Attracting and retaining the next generation of employees in retirement services

RSVP by: August 23, 2019

Register Now

RSVP by: PDF Form before August 23, 2019

Register Now

Meeting Fees: ASPPA/NAPA/NTSA Members: $60
Non-Member: $85
ABC/ASPPA Member: $60
ABC Member: $60
Location Metropolitan Club
50 E. River Center Blvd, Ste 1900
Covington, KY 41011
*Free Parking* Bring your ticket to Metro
Reception Desk for Validation
Registration & Breakfast 8:00 a.m. - 8:30 a.m.
Program Time 8:30 a.m. -11:30 a.m.
Program Contact carrie.lucas@sheakley.com
Continuing Education:
Also availabe will be NAPA and NTSA Continuing Education credits
Three (3) ASPPA, ERPA and JBEA Non-Core Continuing Education credits available for this event.
Get Connected & Get Ahead! ABC of Greater Cincinnati

Sponsored by: Ameritas, John Hancock & American Funds

Speaker: Sarah Simoneaux, Consultant with Simoneaux & Stroud.

Sarah Simoneaux is a retirement services industry consultant and has worked in the retirement services industry since 1981. She is a graduate of the University of California at Los Angeles with a degree in History and Economics and earned her Certified Pension Consultant designation with the American Society of Pension Professionals and Actuaries in 1988.

Sarah served as President of the American Society of Pension Professionals and Actuaries (ASPPA) in 2005-2006. Over the years, she has volunteered her services in various capacities to assist ASPPA, including Chair of the Strategic Planning and Implementation Team, Conference Committee Chair, Membership Committee Chair, Government Affairs Communication Chair, Treasurer of the Finance & Budget Committee, Chair of the ASPPA Management Team and Chair of the ASPPA Nominating Committee.

She served as a Technical Education Consultant for the Enrolled Retirement Plan Agent (ERPA) education program and as an ASPPA Educational Programs Advocate as well as wrote the textbook, Retirement Plan Consulting for Financial Professionals, which is used for the PFC-1 (Plan Financial Consulting - Part 1) course of ASPPA's Qualified Plan Financial Consultant (QPFC) credentialing program. Sarah recorded the ASPPA DC-1 web course used in the ASPPA Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) programs. She has published articles in The ASPPA Journal on education in retirement services firms, is the author of the column "GradePoints" in NTSAA 403(b) Advisor magazine and co-authors a quarterly column in The Journal of Pension Benefits on retirement organizations' best practices.

She has published articles in The ASPPA Journal on education in retirement services firms, is the author of the column "GradePoints" in NTSAA 403(b) Advisor magazine and co-authors a quarterly column in The Journal of Pension Benefits on retirement organizations' best practices. Sarah has published articles and spoken locally and nationally on various topics related to retirement plans, employee benefits software systems, plan design and TPA best practices as well as on topics related to customer service, client management, strategic planning and teambuilding. Her years of experience include management experience in a private corporation environment and volunteer and leadership experience with several professional organizations. Outside of the management and retirement plan areas, Sarah served as Cub Scout day camp director and volunteers for various groups in the city of New Orleans.

Want to add a membership to your account?  Join today

Want to add a membership to your account? Join today Make sure you have your ASPPA ID ready at the meeting, so you can text in for your CE credit.