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Best Practices Building Your Benefits & Retirement Programs and What Pitfalls to Look Out For (PD)
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 Export to Your Calendar 8/12/2020
When: Wednesday, August 12, 2020
12:00 pm-1:00 pm
Where: Virtual Event
United States
Contact: Makenzie Howard
978-364-5134


Online registration is available until: 8/12/2020
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Best Practices Building Your Benefits & Retirement Programs and What Pitfalls to Look Out For

Right now a lot of companies may be in the middle of re-evaluating their benefits with changes to their employee count and in regards to retirement plans, termination of a large percentage of their employees could require them to file certain documentation which they might not be aware of and could lead to a costly audit so we thought this was relevant timing to point out a few topics that people should be aware of as we progress through this COVID pandemic.

 

SPEAKERS

Aviva Sapers, President & CEO, Sapers & Wallack

Aviva Sapers is leading Sapers & Wallack in its third generation as President and CEO.


Aviva has over 30+ years of financial services expertise and enjoys helping clients with their employee and executive benefits, and individuals with their asset management and estate planning. She prides herself on integrity and feels that is the root of the firm’s success. Under her leadership, the firm's culture has thrived on providing a consultative approach to solving client problems. She enjoys working in a collaborative environment and team members who are truly passionate about creating better financial outcomes. Clients have grown to appreciate the firms creative thinking, customized solutions and caring approach.
Sapers & Wallack has earned many industry awards and has been consistently recognized within the Boston Business Journal’s list of the “Area’s Largest Women Run Businesses." Sapers & Wallack, Inc. was named “Family Business of the Year 2016” and one of the “Top 100 Women-Led Businesses” in Massachusetts. Most recently, Financial Times has recognized the firm as a "Top 100" 401k Advisory Firm, and NAPA "Top 100" Defined Contribution Advisory Firm.


Aviva received degrees of Chartered Life Underwriter and Chartered Financial Consultant from The American College, has her Certification in Long Term Care and is a licensed Insurance Advisor. She is a member of The Million Dollar Round Table’s Court of Table and The Association of Advanced Life Underwriters and NALU.


Aviva is a member of The Commonwealth Institute, the Boston Estate Planning Council, and serves on the boards of the Combined Jewish Philanthropies of Greater Boston as well as the Presidential Advisory Council for the Berklee College of Music.


She earned a bachelors degree from Colby College, a MBA from Dartmouth’s Tuck School and is a registered representative and an investment advisor representative.

 

 

Thomas P. Connors, Jr., Managing Director, Sapers & Wallack 

Tom Connors joined Sapers & Wallack in 2016 with 30 years of experience in the insurance industry. He leads the Group Benefits division of Sapers & Wallack /The Hilb Group of New England division as Managing Director.


Tom’s passion is working with corporate customers to guide their strategy and decisions as their trusted advisor. Using his problem-solving skills, economic acumen, and creativeness, he and his team help corporations maximize budgets and deliver best in class benefit programs to its employees. He truly believes everyone can win with the right strategy and collaborative effort.


Tom spent the last 25 years building a well-known regional insurance agency. With his partners, he helped guide his firm to the point where they merged into one of the largest full-service firms in the world.


Tom earned his bachelor’s degree from the School of Science of Purdue University, West Lafayette, Indiana. His degree in General Science included minors in physics and mathematics, and a proficiency in Spanish. More recently, Tom earned the degree of Chartered Life Underwriter from the American College. He is licensed as a broker in the areas of life, health and property & casualty.


He lives in Acton with his wife Lori and their three girls. He enjoys running, golfing, fishing, skiing and cheering on his New England teams whenever he can.

 

 

 

Scott Tuxbury, Vice President, Retirement & Wealth Management, Sapers & Wallack

Scott Tuxbury leads the Retirement and Wealth Management practices for Sapers & Wallack.  Scott has dedicated his career to help plan sponsors navigate the ever-changing world of ERISA for over 20 years, and takes great pride in helping employers strategize the best way to maximize the efficiency of their retirement programs.  He has a thoughtful and caring approach to helping individuals understand our financial planning process, illuminating ideas on how to become retirement ready, and strategizing creative tax management solutions.  He is often heard saying, “it’s not what you earn but what you are able to keep”.


Scott is a strategic thinker who enjoys being asked to present at various industry conferences, and disseminating thought leadership to our clients throughout the Retirement and Wealth Management industry.  He is responsible for providing leadership for our Retirement and Wealth Management departments.  His experience as former President of regional Registered Investment Advisor and in executive positions within the record keeping units of Fidelity Investments and Franklin Templeton affords Sapers & Wallack clients a unique perspective on strategies for success.


Scott is an active member of the New England Employee Benefits Council and enjoys supporting its overall mission by participating in their Strategic Retirement Committee and Scholarship Committee.  Scott is on the panel of advisors for Dean College and is a member of the Society of Human Resource Management.  He has been a PAN member of The Boston Foundation and board member of the Franklin Children’s School.  He majored in Consumer Affairs with a minor in Business Administration at the University of Rhode Island and studied at the Università degli Studi di Firenze in Florence Italy.  He wishes he could still speak fluent Italian but after years of neglecting it, he’s left to just sounding impressive while ordering at Italian restaurants!

 

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CPE Information

 

 Instructional method: Group-Internet-Based
 Recommended CPE Credits: 1.0 Credit in Management Services

 Experience Level: Basic

 Prerequisites/advance preparation: None

 

Financial Executives International (FEI) 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 the 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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