CREW Boston

Ring in the New Year with Friends AND Benefits! Join CREW Boston Entrepreneurs for a Comprehensive Refresher

Construction Coordinators, Inc.
140 Gould Street, Needham, MA

Members Only

In January, advisors from MSW Financial Partners, Penret Services, Inc., and OneDigital Health & Benefits will join the Entrepreneur Exchange Group for a comprehensive benefits refresher covering pension benefits -- Profit Sharing, Cash Balance Plans -- company group insurance, health, dental, vision, and life insurances, and options available to our members' smaller, closely held businesses.

Please plan to arrive at noon for lunch and networking, since we have plenty of program to cover. In addition to all that Construction Coordinators generously provides, lunch will be sponsored by Bridge Property Services.  Don’t trust us to fit your needs or tastes? As always, please feel free to bring your own.
 

Meet the speakers:
Leo Downing is Financial Adviser for MSW Financial Partners http://www.mswfinancialpartners.com. With several locations throughout New England, MSW is a privately held advisory firm specializing in Wealth Management, Retirement benefits, and succession planning. Leo has 10 years of experience, is the Treasurer of Wentworth Alumni Association, Board member of Larz Anderson, and member of Arc of Massachusetts. Since 2010, he has lived in Holliston, MA with his wife Jill, their daughters Hadley and Elin, and the family dog Mitchell.

Michael Ouellette is the Business Development Consultant for Penret Services, Inc. http://www.swerdlin.com/ an Actuarial and Benefits Consulting Firm located in Holliston, MA. Michael has more than 20 years of experience in Qualified Plan Design, Administration, Consulting and Sales. He works with Financial Advisors, CPA’s and ERISA Attorneys to design and implement retirement plans for businesses of all sizes. He is a cum laude graduate of the Harvard University Extension School with a degree in Government Studies.

Kevin O’Connor is a managing principal at OneDigital https://www.onedigital.com/, a national team of experienced, local employee benefits advisors who create greater value for employers and inspire individuals to become more engaged health care consumers. With over two decades of experience in the health insurance industry, Kevin Client needs vary drastically within the industry, and he uses every opportunity to provide unique solutions, rather than a canned, one-size-fits-all approach.
12:00 p.m. Lunch & Networking
12:30 p.m. Program

Construction Coordinators, Inc.
140 Gould Street, Needham, MA
 

Register Online

Event Registration is either not opened yet, already closed or not available for this event. Please contact laura@crewboston.org with any questions.

Confirmed Attending

  • Rebecca Bachand
  • Johnna Barry
  • Debra Caminiti
  • Pam Fisher
  • Isabel Kaubisch
  • Leslie Kivitz
  • Elizabeth Krol
  • Angela Parziale