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The Executive Lunch Series is an exclusive event for business owners and executives in the Tulsa area. We feature speakers who offer valuable information to help your business succeed and continue to grow. Lunch is served and there is no charge to attend.

Date: Wed, January 22, 2020, 11:30 AM – 1:00 PM CDT

Location:
Ti Amo Ristorante Italiano
6024 S Sheridan Rd #A
Tulsa, OK 74145

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Speaker: Troy Redstone

  • Empowering business leaders with the tools to help their employees with Financial Wellness
  • Far too many Americans are living paycheck to paycheck, juggling the burdens of financial stress without the tools of sound stewardship. Employees who bring financial stress into the workplace are less productive, less happy, less engaged, and less healthy. Financial Stress impacts our health, our marriages, our homes, and our workplace; it impacts productivity and absenteeism in the office, it increases medical premiums and the cost of worker’s comp, and it may mean that employees are working beyond their most productive years, unable to retire on time.
    • The solution to solving the biggest burden on most workforces is NOT just getting more people to save more money. It involves eliminating debt, budgeting and stewardship, and learning basic financial principles to improve the culture at work.
    • We’ll evaluate the various programs in the marketplace, provide questions to begin the dialogue at your company, and provide step-by-step instructions on how leaders can make a difference in their businesses.

Troy Redstone is a Fee-Only retirement plan consultant, an accomplished public speaker and published author, and Behavioral Finance expert. He designs and manages financial wellness programs and ERISA, employer-sponsored retirement plans (401k, 403b, Governmental 457 plans). He is a Certified Plan Fiduciary Advisor (CPFA®), a Certified Behavioral Finance Analyst (CBFA®), a Certified Financial Education Instructor (CFEI®), and an Accredited Investment Fiduciary (AIF®). As the founder of PHD. Retirement Consulting, he helps employees retire better and helps employers sleep better. Known as “The Dave Ramsey of 401k’s”, he’s passionate about promoting financial wellness through retirement plans and encouraging employees to eliminate debt and practice good stewardship. He is a member of the Retirement Advisor Council, recognized as one of the 125 leaders in the retirement plan industry in America, and currently serves as the President (2018-2020); Chairman of the Board for the Employee Benefits Institute (2019); a thought leader in the retirement plan industry; and a thirty-year veteran of keynote speaking at conferences and seminars throughout the country. He has published articles in a variety of magazines and newspapers including The Miami Herald, the Vero Beach Press Journal and The Today Paper. He attended The University of Alabama (Behavioral Psychology and Journalism), Anderson University (M.Div.) and Rockhurst University (Finance). He lives in Kansas City with his bride of 25 years; his daughter, the equestrian, when home from college; his high school son, the musician; and an Aussiedoodle named Dixie Belle.


Start Date: 01/22/2020

End Date: 01/22/2020

Location: Ti Amo Ristorante Italiano 6024 S Sheridan Rd., Tulsa, OK 74145

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