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Wealth+Health: The Ultimate Wellness Prescription

3/14/2019
When: Thursday, March 14, 2019
11 AM - 1 PM
Where: The Fetzer Center on the campus of Western Michigan University
2350 Business Court
Kalamazoo, Michigan  49008
United States
Contact: Lori Fraker
269-544-3432


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Schedule
11:00 AM          Registration & Lunch
12:00 PM          Presentation
01:00 PM          Conclusion

Presenter
Bill Lloyd

Topic
Wealth+Health: The Ultimate Wellness Prescription

Speaker Bio
Doctor Bill Lloyd is a board certified surgeon and pathologist. He was appointed Transamerica Advanced Markets’ inaugural Health Director in 2018. An award-winning medical educator and prolific author, Doctor Lloyd has extensive experience in health communications, online content development, and medical broadcasting. At Transamerica he will advance the Wealth+Health initiative through expert content creation and live presentations to financial professionals and the lay public.

Program Summary
American workers now live longer than ever and need to adopt better long-term strategies to prepare for that not-so-distant future. Financial and HR professionals find themselves at a crossroads when guiding individuals across complex landscape of declining assets and declining health. This presentation identifies innovative resources that promote optimal financial and physical wellness. At Transamerica we refer to it as The New Age of Advice.

Transamerica’s Wealth+Health initiative was developed to assist organizations firmly grasp what the wealth and health connection really means. Transamerica partnered with top academic, industry, and independent professionals to help you better connect with employees. As part of that commitment, your employees enjoy free access to Transamerica’s Wealth+Health portal, a one-of-a-kind digital platform loaded with the information, tools, and interactive communities they need to prepare for their next chapter. Economic crises and catastrophic health problems are an inevitability for most, however, thoughtful preparation which fuses sound financial planning with sensible living offers the best protection from the unexpected.

Learning Outcomes

  • Learn how aging baby-boomers are reshaping America’s financial and medical landscape.
  • Understand how developing positive lifestyle habits early in life create the foundation for a rewarding retirement.
  • Discover how Transamerica’s New Age of Advice can strengthen the relationship you have with employees and their families.


Meeting Sponsor
AVB

Reverse Sponsor
Kalamazoo Institute of Arts

Buffet Menu
Italian Buffet

Continuing Education Credits Pre-Approved for 1 Credit

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