2020 Benefits and Wellness Education Series

Benefits and Wellness is launching a series of financial & wellness webinar-based sessions for Miami employees. All of the topics are generalized so that all employees are welcome to attend and can benefit from the information. 

Retirement 101: Getting a Head Start on Your Future

Distraction driven by financial distress can impact your ability to concentrate, increase your anxiety and affect your health. Retirement 101 offers the fundamentals as well as those key financial insights to help you build your financial retirement plan.  

Our presenter for “Retirement 101” is Laura Maxwell, Sr. Financial Consultant and a part of the client relationship team within the Institutional Retirement division at TIAA ( Laura is focused on helping participants plan for their financial well-being and retirement readiness.

Thursday, June 25, 2020 12:00 pm EDT
Click Here to Register: Retirement 101
No registration is required. Click on the link above at the date/time to attend.

Financial Wellness - Designing Your Financial Comfort Zone

Getting ready for retirement through supplemental savings plans (internal vs external options – pre-tax, after-tax and payroll deduction)?  This session will review investment options, what considerations should you keep in mind and what steps you can take to set your retirement goal (how to calculate what you need to save).

The presenter is Matt Carter, an Investment Advisor Representative of Voya Financial Advisors, and a certified financial planner. He has 20 years of experience as a CFP® professional and has worked with Miami employees as a Voya financial advisor for many years.  

Wednesday, July 8, 2020 12:00 EDT 
Click Here to Attend: Designing Your “Comfort Zone” 
No registration is required. Click on the link above at the date/time to attend. 

The Power of Pre-tax Deductions

Employee medical, dental and vision premiums are examples of pre-tax deductions.  In additional to those deductions, employees may elect to participate in other pre-tax benefits (e.g. FSA, HAS, 457, 403(b)) to add benefit value while reducing their taxable income.

In this session Julie Peter, Client Relationship Manager with Chard Snyder and Karen Wilson, Director Benefits & Wellness, will review the benefits, the tax savings opportunities, and other considerations to participate.  

Wednesday, July 22, 2020 12:00 pm EDT
Click Here to Attend: The Power of Pre-Tax
No registration is required. Click on the link above at the date/time to attend.

Navigating Medicare & Social Security

One meeting for all of the information needed to help you with two major life decisions: Medicare and Social Security.

Attendees will hear from HORAN's Medicare and Social Security experts, Chris Mihin, CBC and Michael L. Hermes, CFA, CFP. Chris and Michael will address a variety of common questions and concerns including:
  • When should I sign up for Medicare?
  • What are the Medicare options available?
  • What is the difference between an employer-provided health plan versus Medicare?
  • Will Social Security be available for me?
  • When should I apply for Social Security?
  • How can I maximize my benefits?

Thursday, July 30, 2020 12:00 pm EDT
Click Here to Attend: Medicare & Social Security
No registration is required. Click on the link above at the date/time to attend.
This Benefits & Wellness Education Series will include a variety of topics throughout the year designed to offer support, knowledge, and assistance in staying healthy, informed and reaching goals.

If you have any questions please reach us at 513-529-3926 (Please leave voicemail with your name and ID so we can return your call) or email or

Financial Wellness – Managing today for a brighter tomorrow

What is a Financial Wellness? Some financial experts define financial wellness as “effectively managing your economic life.”  This sounds easy but putting it into action can be a challenge. 

“The good news, though, is that we can improve the security of our futures through financial literacy. With a better understanding of the basics of finance—how to save, budget and invest—we can increase both our earning potential and our prospects for a solid financial future.”

Join William Whiteley IV, Financial Advisor and Dean Koller, District Vice President with AIG, as they present financial wellness in a way that helps you take steps to a brighter future.

Thursday, August 13, 2020    12:00 EDT    
Register Here: Financial Wellness

*Please note, your registration information will not be used for future solicitation, shared, or distributed.