A Holistic Approach to Benefits

Presented on Wednesday, October 1, 2014

This half-hour online brown bag session introduces you to how a coordinated benefits strategy helps retirement plans and health plans successfully obtain objectives.
Topics include:
  • Retirement challenges facing employees
  • Impact of rising healthcare costs
  • New healthcare landscape
  • Evolution of retirement plan design
  • Convergence of health and wealth.

Speaker:
Matthew Romeo, CFP, AIF
Everhart Advisors, Dublin, OH
Matthew Romeo, CFP, AIF, is chief operating officer/wealth advisor with Everhart Advisors. Having joined the firm in 1999, he’s a partner, registered principal, registered representative, and acting OSJ designee. As part of Everhart Advisors’ dedicated retirement plan service team, Romeo serves as the on-site participant services coordinator and personally leads participant education, including enrollment meetings and one-on-one planning visits. Additionally, he provides wealth management services for individuals and families. Romeo holds a B.S. from the Max M. Fisher College of Business at Ohio State University, with a specialization in finance. He also holds a state of Ohio insurance license and series 7, 63, and 24 licenses. Recently, Romeo completed training in behavioral finance from the Allianz Global Investors Center for Behavioral Finance.

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