Open Enrollment Basics and Strategies

Tuesday, October 1, 2024 | Noon – 1 p.m. EDT | Zoom Webinar

REGISTER

It’s open enrollment season! Your workplace is inundating you with emails and reminders about benefit elections. How can you make the most of open enrollment and workplace benefits, no matter where you are in your career?  If you’re unsure where to start, what it all means, or how to set your benefits strategy, this webinar is for you! You’ll learn about: 

• making beneficiary designations 
  
• taking advantage of complimentary employee benefits  
  
• paid-for, employer-subsidized benefits  
• Traditional 401(k)s vs Roth 401(k)

Brought to you by Cornell Alumni Career Programs. Questions? Contact us at alumnicareer@cornell.edu.

Featured Speakers:

  Phil Guerci ENG ’01 – Financial Advisor, Northwestern Mutual

Phil is an Engineer/MBA with 20 years of experience analyzing and solving problems at large and small organizations. He came to Northwestern Mutual looking to make strong personal connections while doing meaningful work. Working with individuals, families and closely held businesses, Phil has a holistic financial planning practice that focuses on education/retirement planning, insurance optimization, and tax strategies.  The objective is to help clients understand how everything fits together to help them meet their goals, manage the unexpected, and protect what’s important.

  Jonathan Taylor – CEO and Founder, Eveready Financial @ Northwestern Mutual

As an engineer in college, Jon was trained that every problem has a solution. As a fourth-generation businessman from an entrepreneurial family, he was taught that the true essence of work is to do a good and fair job for clients. With these lessons in mind, he succeeded by following his family’s motto: “Whatever it takes!” He strengthens his clients by supporting them, planning for them, and helping them identify and reach their financial goals via customized solutions. From this level of personalization, each client becomes an important member of his family. Read more about Jon at the link above.