Robert Kelley, AIF®
Senior Vice President of Financial Wellness and Consulting Marsh McLennan Agency
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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.
Senior Vice President of Financial Wellness and Consulting Marsh McLennan Agency
Founder of Municipal Employee Benefits Group, Former co founder and president of Pension Technology Group (PTG)