VLS | Decoding Employee Benefits: A Strategic Approach to Package Evaluation

Decoding Employee Benefits: A Strategic Approach to Package Evaluation

When: July 9, 2024

11:00 a.m. - Noon EST

Join our Virtual Learning Series’ sponsor, Principal, as we dive into the complexities of employee benefit packages. Learn how to assess the multi-faceted layers of a benefits package to ensure that it aligns with your career goals and personal needs.

After registering, you will receive a confirmation email with instructions for accessing this webinar via Zoom.

Jamie Bachman Director of Market Development, Principal Financial Group	Maria Grieco	Dené Sanfillipo	Robin Baumgartner Financial Representative, Principal Financial Group

More about our panelists

As the Director of Market Development at Principal Financial Group, Jamie serves as a dedicated brand ambassador representing the Principal Financial Network with individuals, business owners and associations.  Jamie’s commitment to financial inclusion is evident as she passionately believes in the power of financial education and opportunity to uplift individuals from diverse backgrounds. Her approach combines data-driven insights, innovative strategies, and a genuine connection with people to deliver resonate information and resources.

Maria joined the Principal Financial Group in 2018 after 16 years as an Associate Agent for a P&C and Financial Services Agency. She focuses on holistic financial planning for individuals, multi-generational families, and small business owners by educating, guiding, and helping them develop financial behaviors to work towards achieving their financial goals. She has a Bachelor’s degree from the University of Houston, FINRA Series 6, 63, and 65 Securities Registration, Life & Health Insurance License, and a Certified Long Term Care Designation. Maria has a passion for travel, and is an avid reader and enjoys fitness, especially yoga.

Dené is a financial professional serving medical professionals, business owners, and executives. She started her career with Principal Financial Group in 1997 immediately following graduation from The Ohio State University. She later established Sanfillipo Financial in 2001. Dené has been actively educating physicians at Wexner Medical center since 1998. She presents often to the residents and fellows during their training on the importance of disability income insurance and financial planning. Dene’ also enjoys working with business owners in the areas of employee benefits, risk management and exit planning. She obtained her Certified Exit Planning Advisor designation in 2023 to enhance her education and expertise in Business Consulting and Exit Strategies for business owners. Her spouse, James S. Sanfillipo III, has been an owner in the family produce business since 1996. Their dual self-employed household has contributed to Dene’s experience understanding the challenges owners face during growth and transitioning to retirement. Dené feels that "This business isn't just about dollars and cents, it's about the clients ability to take care of what's most important. Whether it be a spouse, partner, children, friends, parents, a business or all of the above; executing a solid path to success can be simple with the right team of educators." She feels that simple education of complex matters is best to help clients feel comfortable implementing a plan of action. Dené and James married in 2000 and have three daughters Maria, Gina & Julia. They currently reside in Dublin, Ohio. In her spare time she enjoys coaching & playing volleyball, golf, boating, and is a huge sports fan...especially of THE Ohio State Buckeyes and Cincinnati Bearcats.

Robin Baumgartner has been in the financial services and insurance industry since 1993 and specializes in retirement plans and benefits strategies for business owners with a focus on manufacturing industries to include WiM, PMA and SRMA. She is the owner and CEO of the BCT Corporation, which specializes in group benefits including retirement plans, health, dental, life, disability, HSA, HRA/105, Flex/125, COBRA, Level/Self-Funded Products, and Pet Insurance. With her combination of experience, professionalism, and access to a wide variety of products and services, she can help your company and your employees’ financial goals, estate strategies and insurance needs.  Robin is committed to helping you and your employees succeed.