Robert Kelley, AIF®, CPFA®
Director of Financial Consulting, Retirement & Wealth
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Public sector workers face a unique challenge: navigating the intersection of defined benefit plans, deferred compensation, and evolving healthcare costs. Marsh McLennan Agency and Municipal Employee Benefits Group invite you to a focused session introducing a financial wellness program that helps public employees optimize their total benefits package. We go beyond basic planning and put an emphasis on how to successfully coordinate their pension, 457 plans, and Social Security to produce the highest possible net income. Our goal is to reduce financial stress today by providing a holistic roadmap that balances current cost of living with future financial goals.
Director of Financial Consulting, Retirement & Wealth
Founder of Municipal Employee Benefits Group