Beale Financial Group will host a morning of education for area employers on Tuesday, October 20 at North Palm Beach Country Club. The program runs from 7:30 a.m. to 11:00 a.m. and is open to business owners, decision makers, and HR professionals at no cost.

The morning features three one-hour sessions. Earn up to a total of 3 SHRM recertification credits.

The Most Overlooked Tax Break in Small Business — William Beale, President of Beale Financial Group, on the federal tax credits now available to employers who start or redesign a retirement plan, and the deadlines that apply to them.

Pooled Employer Plans: What HR Leaders Need to Know — Eric Jones, Regional Vice President at Ascensus, on how pooled employer plans shift administrative and fiduciary responsibility away from the employer, and how to evaluate whether one fits.

Perspectives on Artificial Intelligence — Jennifer Guenther, Senior Market Strategist at Goldman Sachs, on where AI is being adopted in the workplace, what the research shows about labor market impact, and the risks employers should weigh.

Breakfast is served at 7:30 a.m. and the first session begins at 8:00. HR professionals can earn up to three SHRM recertification credits across the morning.

Registration: https://www.eventbrite.com/e/2002228672859

Beale Financial Group is a retirement plan advisory firm and a SHRM Recertification Provider.

Contact: Sydne Scott, Relationship Manager — 412-223-8474, Sydne@beale-financial.com

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Beale Financial Group and Cambridge are not affiliated. This material is provided for educational purposes only and does not constitute investment, tax, or legal advice.