Event Calendar

Wednesday, November 15, 2017

November 15th Breakfast Meeting

Start Date: 11/15/2017 7:30 AM CST
End Date: 11/15/2017 9:30 AM CST

Venue Name: Renaissance St. Louis Airport Hotel

9801 Natural Bridge Rd
St. Louis, MO  United States  63134

Organization Name: HRMA of Greater St. Louis

HRMA Staff
Email: hrma@hrmastl.org
Phone: 314-892-7994

"Member Registration" or "Non-Member Registration"

Attract. Retain. Succeed.
Presented by:
Rebecca A. Craig, ABA
Financial Planner, R&F Financial Group
Brian M. Roberts, CFS
Co-Founder, R&F Financial Group
General Agent & Managing Principle, MassMutual Group St. Louis

It is essential to hire and retain talented, hard-working individuals who can help your business thrive. Competitive compensation and benefit programs are critical to attracting these employees and securing them for the long-term success of the business.

How would your business be affected if your most valuable employee quit tomorrow? If you're a small business owner who depends on the efforts of your best people, you need to provide strong incentives for those people to stay with you as opposed to going to work for a competitor. Businesses are more likely to offer an additional selective benefit if it's simple, effective, and flexible.

This seminar discusses how Key-Man employee benefits and executive bonus plans can help prevent this problem from arising and be able to maintain the success of your company.

These lesser known programs can be championed by the HR Director and human resource department to the business owner to compliment the company's current employee benefits plan. This huge value-add strategy session and workshop teaches the basic concepts in order for HR directors to discuss the concepts with the business owners and how to bring in specialists to design and implement the Executive Benefits program.

Our agenda is simple:
  1. The first item we will discuss is some of the challenges facings businesses like yours. (A simple and effective way to help attract, retain, and reward)
  2. Second, we'll talk about what executives are looking for in terms of benefits (Other sources of retirement income and life insurance protection)
  3. We will conclude with discussing in more detail a simple and effective solution for both creating solutions that:
    1. Encourage loyalty by rewarding top performers with benefits over and above base compensation
    2. Generate an immediate income tax deduction for the business, subject to reasonable compensation limits
    3. Control costs by determining which employee(s) participate and how much each receives
    4. Lessen the regulatory and administrative burden associated with qualified retirement plans
    5. Address both the protection and retirement needs for the executive
    6. Minimize or eliminate the executive's after-tax costs
    7. Provide incentives for the executive to achieve tenure or performance requirements
About Our Speakers
Rebecca A. Craig, ABA began her professional career after graduating from Washington University in St. Louis. She earned her Bachelor of Art degree, with academic concentrations in political science, political economy, comparative politics, and quantitative methodology.

Combining her comprehensive background in economic strategy, financial & managerial accounting, financial planning, and nonprofit development with years of her own entrepreneurial experience, Rebecca expertly designs and executes optimal, tax-advantaged planning strategies for businesses and individuals.

She believes that proper financial balance is not solely found in one's investment portfolio, but grounded in supporting one's personal goals and values. Ultimately, a holistic, panoptic approach to financials planning inherently inspires one's net-worth and self-worth to thrive harmoniously.

In August 2016, Rebecca accepted an offer to join R&F Financial Group, whose collective values, vision and fiduciary standards mirror Rebecca's own in perfect alignment. Rebecca embraces their collborative approach to advising, enhancing her ability to provide a wide-breadth of expertise and care for her many clients.

Rebecca holds an Accredited Business Accountant/Advisor (ABA) designation from the Accreditation Council for Accountancy and Taxation (ACAT), signifying her as a practitioner specializing in financial accounting, financial reporting, taxation, managerial accounting, business law, and ethics for businesses.

Rebecca is also the founder and Principal Consultant for Atalante Advisors, a private consulting practice that focuses on Business Life Cycle forecasting and tax planning.

Rebecca invests time and energy in the St. Louis community, volunteering with local start-up business initiatives and serving on non-profit steering committees to fundraise for worthy causes. Rebecca is a business partner member of HRMA St. Louis and serves on their programming committee. She is a member of various other organizations, including UCP Heartland's development committee, Yoga Buzz St. Louis volunteer group and American Mensa/St. Louis Area Mensa.

Rebecca is an avid advocate of empowering future generations and is an Assistant Coach of the Parkway West High School Speech and Debate team.

A self-proclaimed feline enthusiast, she happily resides with her Russian Blue cat companion, Godric, in Clayton, Missouri.

Brian Roberts wants to make it easy for his clients to plan for a secure financial future. As an experienced and knowledgeable financial advisor, Brian works with high-income individuals such as business owners, executives, physicians and medical professionals on comprehensive planning to help them manage their incomes and assets effectively in order to minimize risk and maximize opportunity. And, in addition to his work with own clients, as a founder of R&F Financial Group Brian's leadership role includes mentoring other financial professionals in the firm and sharing with them the skills and understanding he has gained in his financial services career.

As an advisor, Brian always listens carefully to his clients to find out what their objectives are; what's most important to them both now and in the future. He then helps them decide on a course of action beginning with the needs they've identified as most critical, and provides them with a financial plan built specifically to meet their unique needs. Whether their priorities are protecting a breadwinner's income, building a business, saving for retirement, or leaving a legacy, Brian's clients appreciate his high-touch process and individual attention to helping them manage their cash flow and make good financial decisions so they can not only prepare for tomorrow by may even be able to live better today.

Brian became interested in financial planning as a career while in college and earned an internship with a large, national financial services company where he began working as a financial professional after college. Brian and his wife Kylee settled in St. Louis, and when he met Mike Fleming, they realized they shared a vision of providing comprehensive financial planning with individualized "white glove" service to give their clients not only the confidence that comes with working to secure their financial future but also a planning experience they could feel good about.

In 2002, Brian first qualified for the prestigious "Million Dollar Round Table," which recognizes the top performers in the industry. His passion for his work is evident when he talks about the value proper planning can bring to a family, which he learned from someone who was personally introduced to Brian by his very first client. Unfortunately, the gentleman was terminally ill, so the planning was done quickly but it was in place when it was needed and Brian could keep the promise he had made that the family would be taken care of. This experience taught Brian the critical importance of providing his clients with protection plans along with investment strategies for total, comprehensive planning that addresses all their financial needs.

Outside of work, Brian's life is devoted to his family and community. Always athletic - he played football, basketball and baseball in high school - now Brian spends time volunteering his skills as a youth coach at the YMCA and in several youth soccer, basketball, tee ball and softball leagues. Family time is spent with his wife and children, Kendall and Brock, and often includes playing sports. Brian is an avid outdoorsman and loves spending time fishing, hunting, and sport shooting with family, friends and clients.

7:30 a.m. - 8:00 a.m. Registration & Breakfast
8:00 a.m. - 9:15 a.m. Keynote Presentation

Member - Included in Membership
Non-Member - $35

Online Registration

Registration is Closed
Closed: 11/13/2017 11:45 PM

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