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The Ultimate Benefits Upgrade! How to Maximize Your Existing Offering and Take Advantage of Recent Exciting Changes

  • June 21, 2023
  • 9:00 AM - 10:30 AM
  • Webinar


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About The Event

Ready to boost your employee benefits game? Join us for an engaging workshop where we'll show you how to tap into SECURE 2.0 and crack the code on financial wellness. Cut through the jargon and bring your workforce to new heights of happiness. Don't miss out - your employees will thank you for it!

About Our Speaker

Jim Keenehan AIF®, CPFA. Senior Consultant, Retirement Plans, AFS 401(k) Retirement Services, LLC

Jim Keenehan is a retirement plan consultant with over fifteen years of experience in the retirement and financial planning industry. He believes in helping all working Americans reach a point in their lives where, financially, work is optional. What many call “retirement” can and should be an exciting part of our lives. Jim hopes to make that a possibility for every single employee he meets. For most of us, there is a lot that will happen between now and retirement. The path to financial success does not begin with a deferral rate and investment election, and too often, people skip the critical steps necessary for a strong financial foundation. Without that, a 401(k) account is just one hardship or loan away from trouble.

This is where AFS 401(k) Retirement Services comes into play. Jim and his team ensure employees are on solid financial ground and protected if and when life gets in the way. For better or for worse, our financial standing impacts our enjoyment of life. Jim is honored to be in a position to help people make smart financial decisions that just might make their day a little bit better.

Jim holds the FINRA series 7 and 63 securities registrations as a Registered Representative with Commonwealth Financial Network. He also holds the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh, and he is a Certified Plan Fiduciary Advisor(CPFA). He received a Bachelor of Business Administration in Management and Entrepreneurship from the Mendoza College of Business at the University of Notre Dame.


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