Education Sessions
Plan Administrator Checklist
Individual Insurance & Investments
Excel, Word, PowerPoint
Benefit Plan Design
Outlook Time Management
Financial Literacy
Delivery Method
Teams Meeting (remote)
Lunch & Learn (your location)
📊 Annual planning is about more than setting budgets. It is an opportunity for business owners, C-suite leaders, HR professionals, and accountants to ensure their/their clients employee benefits plan supports the organization’s financial priorities, workforce needs, and long-term goals. A proactive review can identify unnecessary costs, strengthen plan governance, reduce administrative risk, and help leadership make informed decisions before renewal pressures begin. 🎯
📧 Rachel Wolters | rachel@benefitsauthority.ca
📧 Kathleen Peitz | kat@benefitsauthority.ca
📧 Brenda Shaw | brenda@benefitsauthority.ca
📧 Grant McNeill | grant@customcoverage.ca
📚 September is Annual Planning
Ask us for benchmark report; it doesn’t cost anything.
Aren’t you curious? Start a conversation with us.