Top 10 Actions Toward Financial Wellness
1:45-2:45 PM ET/10:45-11:45 AM PT – Breakout Session Round 2 (1 CPE Credit):
Managing your day-to-day finances while making steady progress toward goals shouldn’t be an ordeal. In this session, you’ll hear from a financial wellness partner at WAEPA, as he discusses how to take a simplified approach to personal financial planning. He will lay out clearly defined, actionable steps that you can easily fit into your busy life.
Key Takeaway: Gain insights on how to manage spending, pay off debt, strengthen your credit, build a retirement nest egg, and more.
Speaker:
Dan Eck is a CPA, PFS and CFPTM, holds the NASD Series 65 certification and is a Managing Director in the Columbus office of Ernst & Young with 29 years’ experience in the financial planning field, specializing in financial education through the EY NavigateTM service at EY.
Dan’s role includes managing broad-based, comprehensive and objective financial education and counseling programs for employees of large corporations, state governments and non-profit entities, with an emphasis on holistic financial planning that drives participants to take action to improve their financial well-being.
Over the past 29 years at EY, Dan has personally led over 1,500 seminars and workshops to over 51,000 participants at his clients and at corporate and professional events. Speaking engagements include AICPA technical conferences, the Council on Employee Benefits annual conference, IASA chapter meetings, CPCU Society Annual Meetings, the IMA Meonske Professional Development Conference, EY year-end corporate tax and auditing updates, professional women’s groups and business student organizations.
Dan earned his Bachelor of Science in Accounting from The Ohio State University, where he was also a member of the OSU Marching Band. Dan is a member of the FPA, the AICPA and the OSCPA, serves as the part-time Fiscal Officer for the Village of Mechanicsburg, Ohio and is the treasurer for several local charitable organizations in the Columbus area.
