How to Prioritize Your Financial Wellness

1:45-2:45 PM ET/10:45-11:45 AM PT – Breakout Session Round 2

Being financially healthy is a critical piece of your overall wellness. Whether it is having an emergency fund, saving for retirement or having life insurance, it is critical to understand the steps you can take to safeguard you and your family’s future. In this lightening keynote, you’ll hear the key components that make up a sound financial plan and strategies you can take to reach financial security.

Key Takeaway: In this session you will walk away knowing not only how to prioritize your financial goals, but also how to create a more balanced financial picture.

Relevant Competencies: Business Acumen

Speaker:

Tony Zerante has an extensive, 22-year background in insurance and nonprofit organizations.

After starting at Worldwide Assurance for Employees of Public Agencies (WAEPA) in 2000 in the Member Services department, Tony’s role grew into Operations Management, overseeing the organization’s life cycle costs, operational effectiveness, and organizational growth. Today, as WAEPA’s Chief Strategy Officer, he leads New Product Development, Strategic Growth Opportunities and heads our Member Billing Services team.

Tony is a Fellow of the Life Office Management Association (FLMI), an Associate in Customer Service (ACS), holds a Group Benefits Disability Specialist (GBDS) designation, and is a registered Life and Health Agent.