Investing in Your Employees: Everything You Need to Know About Traditional Investment Options, Creative Financial Incentives & Oregon Saves.

HR Annie Consulting is proud to team up with finance gurus Deanna Longair & Haley Thomas to educate employers on options & best practices for offering:

• retirement plans;
• financial incentives like bonuses, profit sharing and equity;
• other investment benefits, and
• navigating OregonSaves--a new requirement of all Oregon businesses. 

Lite snacks and $5 drink voucher provided by HR Annie. Lunch orders will be taken during the workshop.

2 CE Credits: HR Annie is delighted to be a certified HRCI and SHRM CE credit provider. #HRisCool 

OregonSaves

Deanna was born and raised in Oregon and, after several years at Canada’s Manulife Financial, returns to her home state as an Institutional Relationship Manager for OregonSaves. She is very passionate about helping people and seeing them reach their retirement goals. Deanna has a B.S. in Marketing Management from Oregon State University, has over 13 years of experience in the financial services industry, and holds FINRA Series 6 & 63 licenses.

Rouleau Bevans Corleto Investment Consulting Group, Wells Fargo Advisors

Haley brings over 12 years of dedicated experience in the Defined Contribution plan market.  Her hands-on experience with retirement plan recordkeeping systems and operations, plan conversions, compliance, plan design analysis, participant education, and fiduciary services is extensive. Haley is passionate about helping individuals reach their financial goals as well as helping plan sponsors successfully navigate the challenges that can come with offering a qualified plan.