PROGRAM:
Rethinking Retirement Income
Retirement income has gone from a financial buzzword to the next evolutionary step for 401(k) plans. Join MetLife’s “Rethinking Retirement Income” presentation to learn more about pending retirement legislation that has the potential to markedly impact 401(k) plans, the spectrum of retirement income options and ways to help employees achieve financial security and retire on time.
The Business Case for Predictive Analytics
People are unique. Though when grouped together in meaningful numbers we can glean incredible insights that inform the best talent to hire and how best to engage and retain them. This can unlock considerable benefits for organizations.
Join Matt as he shares how to build a compelling business case for predictive analytics. How do you identify potential use cases? How do you justify budget allocations to support your efforts? How do you ensure your strategy delivers the highest possible ROI?
We’ll discuss these questions and more in a lively, straight-forward and evidence-based business discussion anchored in real-life examples.
ABOUT OUR SPEAKERS:
Patrick Goessling is Western region sales director, Institutional Income Annuities (IIA), Life & Income Funding Solutions for MetLife. IIA enables defined contribution plan sponsors to provide guaranteed retirement income to their plan participants to help them achieve successful retirement outcomes. The business also offers specialty annuity products including charitable gift annuity reinsurance and lottery annuities. ThePatrick Goessling, division is part of Retirement & Income Solutions, the company’s institutional retirement business, which historically has been responsible for over 20 percent of MetLife’s operating earnings.
Goessling, who initially joined MetLife in 2010, works with intermediaries and plan sponsors to add guaranteed retirement income options to defined contribution plans. He also works with charities to reinsure charitable gift programs.
Goessling earned a Bachelor of Arts in Finance and Real Estate from the University of Missouri - Columbia. He is a FINRA Series 6 and 63 registered representative.
Matt Burns, Founder & Chief Innovation Officer, BentoHR
Matt’s nearly 20-year journey has taken him around the world, supporting organizations based in North America, Europe, the Middle East, Africa, Asia & South America. In a previous HR Executive role, Matt led an HR team that was recognized in 2018 as the ‘Canadian HR Team of the Year - Retail / Hospitality’, on the heels of their 2017 award for the: ‘Most Innovative Use of HR Technology’.
In late 2018, Matt announced the launch of the Global HR Collective, a social enterprise raising $1M for grassroots charities supporting mental health advocacy & women entrepreneurs. He serves as a Board Advisor for several purpose-driven organizations, and is a frequent keynote speaker at HR conferences around the globe.
Now with BentoHR, Matt’s advancing his vision that technology and data are the key to liberating organizations, and their people, in the 21st century.
SCHEDULE:
2:30-3:00 - Registration
3:00-3:50 – Rethinking Retirement Income
3:50-4:00 - Break
4:10-5:00 – The Business Case for Predictive Analytics
5:00-6:00 - Wine and appetizers
REGISTRATION:
Online registration closes the day prior to this meeting. For questions contact WP&BC Seattle Chapter at 206-623-8632.
No refunds after October 14 deadline.
FEES:
$50 Members online; $60 at the door
$75 Non-members online; $85 at the door
Members must log in to get the member rate.
DATE:
October 16, 2019 WP&BC Seattle - Quarterly Meeting
LOCATION:
Washington Athletic Club 1325 6th Avenue, Seattle, WA 98101
Room: Top of the WAC
Click here to download a calendar file.
