Webinar: Federal Employee Finances in a Time of Crisis
Thursday, June 11 | 2pm ET
While there are signs of recovery, many of us are still struggling to manage the monetary impact of this pandemic. But there are actions we can take today to help. This time in history presents an opportunity for all of us to take stock of our positions, assess the impact the coronavirus has had on our goals, and implement a plan to get our finances back on track. We can also reflect on lessons learned and use them to help protect ourselves for when the next disaster strikes.
WAEPA and EY have partnered to present “Federal Employee Finances in a Time Of Crisis,” a thirty-minute webinar on which the organizations will be discussing:
· Create and review your net worth, cash flow, and debt plan
· Build or rebuild your emergency funds
· Get on track for retirement
· Review your insurance coverage and needs
· Create or update estate documents
· And more
This webinar will be presented by:
BOB FAIRBROOK, CFP | ERNST & YOUNG LLP
Bob Fairbrook has been a financial advisor and educator since 1979 and is in his 12th year as a financial education specialist with EY, where he leads action-driven financial seminars for employees and members of large organizations.
Prior to his time at EY, he joined Wise Planning, Inc. (Winnetka, IL) as a financial counselor and leader of the firm’s Financial Education Service, offering workshops on topics including investing, debt management, retirement planning, estate planning and employee benefits. Prior to Wise Planning, Bob spent eleven years as a partner at Retirement Benefit Specialists in Bellevue, WA and ten years as owner of Northwest Retirement Planning in Seattle.
Bob has served as an adjunct professor in the CFP® certificate training program for City University in Bellevue and as a member of the Investment Committee for Safeco Investment Services. Bob recently served a six year term on the Investment Committee for the American Medical Association Foundation in Chicago, he graduated from the University of the Pacific in Stockton, CA and has been a Certified Financial Planner since 1995.
M. SHANE CANFIELD | CEO, WAEPA
M. Shane Canfield brings more than 25 years of experience in insurance and non-profit leadership to WAEPA.
Shane came to WAEPA in 2016 and served previously as Executive Director of the Council on Employee Benefits. He has spent most of his career in the pooled-risk group/affinity insurance industry. In his role as WAEPA CEO, Shane is responsible for strategic planning and leadership, managing stakeholder relationships, and serving our Board of Directors in organizational oversight. With extensive experience in coalition building, government relations, and reporting to Boards, Shane leads WAEPA by consistently prioritizing member satisfaction, membership growth, and retention.
He earned a Master of Business Administration (MBA) from George Mason University, a Bachelor of Science in Business Administration from Washington Adventist University, and is a board member for the Council of HR Management Associations, member of LIMRA, PIMA, International Foundation of Employee Benefit Plans (IFEBP), and is a past board member of the ASAE Business Services Inc. Additionally, Shane holds various certifications, including CEBS, RHU, CAE, SPHR, and SHRM-SCP.
Those who watch the webinar live will have access to a Q&A function with our host. Registration will also provide you with a copy of the on-demand presentation after it has aired.
You do not have to be a WAEPA Member to watch the webinar; all Civilian Federal Employees are welcome to take part. Register now to watch live on June 11, 2020 at 2pm ET, or to receive a copy of the on-demand presentation after it has aired.