Name
MarshMcLennan Agency: Fiduciary Risk, Responsibility & Opportunity: Implications for Health & Retirement
Date & Time
Thursday, October 23, 2025, 8:00 AM - 10:00 AM
Speakers
Alli Gregory - MarshMcLennan Agency
Jim Morris - Marsh McLennan Agency
Gerald Escobar - Marsh McLennan Agency
Kathleen Kelly - Marsh McLennan Agency
Jake Connors - Marsh McLennan Agency
Jim Morris - Marsh McLennan Agency
Gerald Escobar - Marsh McLennan Agency
Kathleen Kelly - Marsh McLennan Agency
Jake Connors - Marsh McLennan Agency





Description
A panel of expert actuaries, legal counsel and consultants will convene to help learners understand the root causes of rising insurance costs and fiduciary liability and develop strategies to manage and mitigate risks effectively. Through interactive discussion and real-world examples, we will analyze and understand the effect of current trends in risk management and develop strategies to decrease organizational risk. We will review new laws and regulations that apply to retirement and best practice in financial wellness. We will explore innovative approaches to managing risk, including the use of technology and data analytics.
Learning Objectives:
- Understanding root causes to rising costs of insurance and retirement practices
- Analyze & understand the effect of current trends in risk management and mitigation
- Understand new policies and legal implications in retirement practices
- Employ strategies to develop cost containment practices and decrease organizational risk
Virtual Session Link
FEF Session Type
Sage