Michigan Planners is proud to offer webinars to help small to mid-sized businesses thrive. Our educational series provides real-world value to your business, whether you're shopping for group employee benefits or staying up-to-date with the latest changes in the insurance industry.

Check out our upcoming events below.

MI Educational Series 2024 Lineup

All educational events have been approved for 1 SHRM recertification credits and selected educational events have been approved for 1 HRCI credit. An email will be sent to all registrants with the activity/program code at the end of each event. Contact Kailey DiLorenzo at kdilorenzo@miplanners.com or 586-536-5203

MBA BEST Conference 2024

Start date: March 20, 2024
End date: March 22, 2024
All-day event
Location: Grand Traverse Resort & Spa
2024 Best Badge

Michigan Bankers Association (MBA) BEST Conference features six educational tracks. Gather fresh perspectives and new ways of thinking. Continuing education credits are available for most sessions.

Joellen Wright, Dan Brooks, and John Kontos will be attending this event on behalf of Michigan Planners. Stop by our booth or the HR Track room sponsored by Michigan Planners to connect!

Secure 2.0 with Principal Financial Webinar

Date: March 28, 2024
Time: 10:00 am - 11:00 am
Location: Zoom Link
Editted.mar. 28th Webinar

Join us for an insightful webinar exploring the recent changes brought about by the SECURE 2.0 Act in collaboration with Principal Financial Group. Gain updated guidance on new retirement rules, including provisions for 401(k) plans and discover how these changes can impact your financial strategies for the future.

HOST: Lance Schoening, Director of Policy-Government Relations at Principal Financial Group

Learning Objectives:
 Understand the key provisions of the SECURE 2.0 Act and how they affect retirement planning.
 Learn about the updated guidance provided by the IRS in light of the new retirement rules and how to navigate these changes effectively.
 Gain insights into the potential impacts of SECURE 2.0 on individual retirement savings strategies and long-term financial goals.
 Explore practical strategies and considerations for leveraging the opportunities presented by the SECURE 2.0 Act in collaboration with Principal Financial Group experts.

More about your host, Lance! As Director of Policy at Principal, I’m responsible for promoting policies to benefit American workers’ retirement security and financial wellness to policymakers and other key stakeholders. I also serve on the Policy Board of the American Benefits Council and chair the Retirement Plans Committee of the American Council of Life Insurers. RPA – ISCEBS, Wharton School of Business

UPHRA Spring Summit 2024

Date: April 25, 2024
All-day event
Location: Northern Michigan University
2024 Uphra Summit

This event has become the U.P.’s premier HR Professional Development event with information applicable to any size organization in any industry. There are up to 5 SHRM/HRCI recertification credits available across various topics! Learning and value can certainly also be found for leadership and management professionals not focused in Human Resources. UPHRA welcomes attendees from throughout the organization!

Michigan Planners is thrilled to be apart of this event again and will be joined by team members, Mary Feuerbach, John Kontos, and Dan Brooks. They all welcome you to stop them for a quick chat to say hi, connect about your benefits, or even the best place to get chocolate in the U.P.!

Want to Learn More About Our Webinars? Fill Out the Form Below.

Also, you can visit our Youtube page to watch past webinars.

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