Recruiters Are Telling Only Half the Story: Explaining and Selling Complex Financial Benefits

2019 Talent Conference & Exposition
Learn the basics of complex financial benefits, what value they have and how to effectively communicate that value.

Recruiting and retaining top-talent employees is tough! Many companies now offer complex financial benefits, such as stock options, restricted stock units, nonqualified deferred compensation plans, and phantom equity to entice the best of the best. Unfortunately, most prospective employees do not understand these complicated benefits. If they don't understand them, then they see no value! This session will break down common financial benefits and how, by explaining their true value, you can sell them to top talent or use them to retain key employees.

Learning Objectives:

  • Gain a basic understanding of complex financial benefits like stock options, restricted stock units, pension plans and nonqualified deferred compensation plans.
  • Understand the value these benefits can actually add to an individual's financial picture.
  • Learn how to sell these benefits to a potential new employee.
  • Learn how to emphasize these benefits to existing key employees.
Date(s) & Time(s): 
Wednesday, April 10, 2019 - 10:15am to 11:15am

Jeanne J. Fisher

Jeanne J.

Mrs. Fisher is a Certified Financial Planner™ with ARGI, a comprehensive wealth management firm. She serves as a 401(k) and retirement plan specialist, and designs and manages a range of employer-sponsored retirement plans. She has a Master’s in Business Administration from the University of Kentucky, and is a Certified Plan Fiduciary Advisor from the National Association of Plan Advisors. Jeanne was honored to be selected as an Ambassador for the CFP® Board. As an ambassador, she is frequently interviewed for national publications, including Forbes, USA Today, TIME Magazine, NPR, Asset TV and many others. Jeanne is a published author and presents regularly to local and state SHRM Chapters.

Bayou CD
Amount of Credit: 
Credit Type: 
Session Type: 
Concurrent Session
Global & Cultural Effectiveness
HR Expertise
Relationship Management
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