The Health/Wealth Continuum

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Financial wellbeing concerns every faculty and staff member working today. For those facing retirement, those concerns loom even larger, with many wondering if they are prepared for the future. Their number one fear is health care costs. Many schools are creating financial wellbeing programs that use their health care plan’s consumer tools and tax-advantaged accounts as one way to prepare today’s employees for tomorrow’s health care decisions. Learn how forward-thinking schools are helping faculty and staff face this challenge with the facts and strategies they need before they face issues in retirement.

Learning Objective: Participants will learn how to use existing health care and financial tools to help faculty and staff face retirement unafraid of dealing with future health care costs.

Pricing

Members: Free
Nonmembers: $89.00

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Credit Information

CPE Credit

CPE Field of Study: Finance-Technical

CPE Delivery Method: Group Internet Based

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Recommended CPE Credits: 1.2

HRCI Credit

Recommended HRCI Credits: 1.0

HRCI Category: HR Business

SHRM Credit

SHRM PDC Credit: 1.0

SHRM Bock: Business Acumen

Presenters

Jonathan Douglas

Jonathan Douglas

Chief Financial Officer

Berwick Academy

Jonathan Douglas joined Berwick Academy as its chief financial officer in 2015 after serving as the director of finance and operations at School Year Abroad. Originally from Los Angeles, Douglas began his school finance career on the west coast at The Walden School. He currently serves as treasurer of the Association of Independent Schools in New England Board of Directors, Board Chair of Captivated Health, and Board Chair of The Birchtree Center. Douglas is lives in Byfield, Massachusetts with his partner and two children.
Michaela Scott

Michaela F. Scott

Director

Employer Retirement Consulting

Michaela Scott, Director of the Borislow Insurance Employer Retirement Consulting practice (BI-ERC), serves as 401(k)/403(b) advisor to companies and organizations. She earned her Master of Science in Financial Services with a concentration in retirement planning from the American College of Financial Services, where she serves in a leadership position on the Alumni Advisory Board. She is a Certified Financial Planner™, Accredited Investment Fiduciary, Retirement Income Certified Professional®, Charted Financial Consultant and Certified Health Savings Advisor. Scott was selected to serve on the Retirement Plan Advisory Council (RPAC) for Advisor Group, one of the largest networks of independent advisor firms in the country, overseeing approximately $190 billion in assets. Scott’s team has been recognized by the National Association of Plan Advisors for consecutive years as a national top advisory team.
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CPE Information
NBOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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SHRM Information
NBOA is recognized by SHRM to offer SHRM-CP or SHRM-SCP professional development credits (PDCs). Webinars that have met SHRM's criteria to be pre-approved for recertification credit will be noted above. For more information about certification or recertification, please visit www.shrmcertification.org.

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HRCI Information
NBOA is a recognized provider of recertification credits. Webinars that have met the HR Certification Institute's criteria to be pre-approved for credit towards aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification will be noted above.