Join us for our January Monthly Meeting!
Topic: "HR's Role in Retirement, Estate, and Crisis Planning"
Brief Synopsis of Program: Are your employees prepared for life’s biggest transitions? This session will uncover the critical role HR professionals play in helping employees secure their financial futures and protect their families. You'll learn how simple missteps—like outdated beneficiary designations—can lead to legal and financial chaos, and how HR can take proactive steps to prevent them.
This program dives into essential estate planning basics, crisis preparedness, and actionable strategies to integrate these elements into your HR policies. Gain practical tools to guide employees through retirement planning, ensure readiness for unexpected events, and create a culture of support and security in your workplace.
Walk away with insights that not only protect employees but also enhance workplace productivity and trust. Don’t miss this opportunity to add value to your HR role and drive meaningful change in your organization.
Learning Objectives:
By the end of this session, HR professionals will be able to:
1. Understand the Importance of Beneficiary Designations:
o Identify common issues caused by outdated or missing beneficiary designations.
o Implement strategies to ensure employees regularly review and update these critical forms.
2. Recognize Key Estate Planning Essentials:
o Outline the fundamental estate planning documents employees should have, including wills, powers of attorney, and advance healthcare directives.
o Educate employees on how these documents protect their families and secure their financial future.
3. Provide Resources and Support for Employees:
o Develop programs and policies that incorporate estate planning and crisis preparedness into existing benefits and HR initiatives.
o Partner with external professionals to offer educational workshops or services for employees.
4. Enhance Crisis Preparedness in the Workplace:
o Create actionable plans to support employees facing sudden life events, such as illness, death of a loved one, or caregiving responsibilities.
o Foster a workplace culture that prioritizes readiness and reduces employee stress during emergencies.
5. Leverage HR’s Role to Promote Long-Term Security:
o Integrate retirement and end-of-life planning resources into the employee lifecycle, from onboarding to retirement.
o Position HR as a trusted resource for employees navigating significant life transitions.
Meet Our Speaker!
Rachel Fortenberry is the founder of Fortified Elder Law, where she leads a team focused on helping families protect their life savings and navigate estate planning, Medicaid eligibility, and long-term care. An experienced attorney, Rachel has saved clients more than $8 million from being spent on nursing home care. Her expertise and dedication have earned her recognition in 2024 as one of Biz 417’s 10 for the Next 10, SBJ’s 40 Under 40, and a Rising Star by Missouri and Kansas Super Lawyers (a peer-reviewed rating service for outstanding attorneys). In addition to her legal practice, Rachel is committed to community education and advocacy, delivering talks on retirement and elder care planning. She will serve as President of the Hospice Foundation of the Ozarks Board in 2025.
