Financial Literacy Series - Part 4: Workplace Benefits
Please join us for Part 4 of the HBA Voices of Tomorrow and Heritage Planning Partners Financial Literacy Series: Workplace Benefits, scheduled for Thursday, October 8th, 2026 from 12-1pm EST.
This session, Workplace Benefits II, is our final financial literacy event of the year, so join us to soak up the knowledge! The focus of this event is to empower participants with the knowledge, tools, and strategies needed to make the most of workplace benefits.
This event will explore key topics such as RSUs, employee stock options, and other similar workplace benefits. You’ll gain practical insights tailored to navigating the many workplace benefits your employer may offer. Please feel free to join even if you missed previous financial literacy events!
Two experienced financial advisors, Michael Ferak and Alicia Puccini with Heritage Planning Partners, will lead advice-filled conversation with the intention of teaching attendees how to align your financial decisions with your company's financial benefits. This session is not just about numbers—it’s about building an understanding of what options are available to you, achieving financial independence, and supporting the next generation of women leaders in healthcare.
We hope to see you there on Thursday, 08 October 2026 from 12-1pm EST.
Learning Objectives
- Gain clarity and confidence to better manage financial decisions related to workplace benefits.
Agenda
12:00 PM - 1:00 PM | Presentation on Workplace Benefits |
Additional Event Information
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Please note: This webinar will be recorded and sent out to all registrants within a few days of the live broadcast.
- Online registration deadline: 09 October 2026
- Event is open to: HBA Members and Non-members
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This event is not refundable.
Pricing
| Regular Registration - Virtual | $10.00 / €10.00 | $20.00 / €20.00 |
Members receive up to 50 percent discount
Event Policies
Photography Policy
By registering for this event, you acknowledge that you may be photographed, videotaped, and/or audio-taped during the meeting and hereby give permission for your image, voice, or survey comments to be used in education, training, promotion, and/or trade and communications media by the Healthcare Businesswomen's Association in any and all media throughout the world, without restriction as to frequency or duration of usage.
COVID-19 Policy
The HBA requires that all persons who participate in in-person events do so at their own risk and that each participant agrees to the following agreement before taking part in the activity and urges all participants to act in such a manner as to protect their own safety and the safety of others.
By registering for this event, I fully understand that my participation in the program is purely voluntary. I desire to participate and agree to act reasonably and prudently under the circumstances. I further understand that any HBA volunteers participating in the activity will act individually and will not represent the HBA. As a condition to my participation the activity, I waive and release the HBA and their officers, employees, and agents from any claim that I may have for any damage to property or injury to my person that may result in whole or in part from my participation.
Special Needs Policy
The HBA will make reasonable modifications to policies and programs to ensure that people with special needs can enjoy all of its programs. Contact us if you require special accommodations for this event.