Financial Wellness and Leaves

Brought to you by UBS and the Jefferies/Bret Wealth Management Group

Financial wellness is more than a buzzword. How people feel about their finances can have a ripple effect on every part of their lives—whether that’s their ability to prepare for a financial emergency, to save for the future, or to be truly present at work. Yet organizations have only recently started prioritizing these issues in the workplace. As the topics of financial wellness and leaves continue to gain traction, you may be wondering what your company can do to support your employees and how these offerings are giving organizations an edge in recruiting, retaining and engaging talent.

Join UBS and the Bukaty Companies for a speaking engagement where you can learn more about financial wellness, leaves and how forward-thinking companies are improving their bottom line by offering this benefit to their workers. 

Tyler Lorigan joined UBS in 2007 and holds Series 7 and 66 securities licenses. He earned the Certified Financial Planner™ (CFP®) designation in 2010 and the Chartered Financial Analyst (CFA) designation in 2015. Besides creating comprehensive financial plans for high net worth individuals, he works on financial analytics, conducts investment manager due diligence, and focuses on the team's retirement services and education. He is a graduate of the University of Missouri with a B.S. in Finance.

Jeff Westmeyer has spent over 20 years in the insurance and employee benefits sphere. As one of the principal stakeholders of Bukaty Companies, he works alongside the other owners to manage their 3200 clients and 400 Kansas City based employees. He has extensive experience in the large case and self-insurance market, working with some of the area’s largest employers in manufacturing, education, tech and the non-profit arena. For the past 15 years Jeff has been a key producer for Bukaty Companies and has been instrumental in growing the company’s presence in and around the Kansas City community. His unique perspective and ability to think outside the “typical benefits box” has earned him a reputation as a trailblazer and innovator throughout the benefits industry. Jeff holds a degree from Central Missouri State University and an MBA from Webster University.

                               * There is a 24 hour cancellation policy