Meetings & Events

The FEAT Programs and Lunch & Learn committees work to present valuable events for our members throughout the year. Visit often for more details to be posted as soon as they are confirmed. 

January 2019 Lunch & Learn Program

January 23, 2019
11:30 AM to 1:30 PM
 Add to Calendar

Vivace
6440 N Campbell Ave
Tucson, AZ 85718
Venue Website

 Directions

Understanding Employee Financial Wellness and Your Fiduciary Responsibilities as CFO

Join FEAT and Wellspring Financial Partners at Vivace on Wednesday, January 23rd for our first Lunch and Learn in 2019!

We are proud to be kicking off the new year with Patrick Zumbusch, the Founder and CEO of Wellspring Financial Partners!

Join FEAT and Pat as we discuss the state of employee financial wellness and the impact that financially informed and confident employees make within your business – and most importantly, how CFOs can help their organizations cultivate a culture of financial health amongst their workforce.

From a recent PWC study, 30% of employees are distracted by their finances at work and 46% of distracted employees say they spend three hours or more at work each week dealing with issues related to their personal finances.  For a company of 1000 employees this equates to roughly 19,440 hours lost work per year and $330,000 of lost productivity.  Furthermore, studies have found that employees that are stressed financially have higher healthcare costs and are substantially less productive due to the distraction of financial uncertainty.  These findings explain why one of the most requested additional employee benefits is financial coaching, and even educated employees request help/validation from a professional in making their major financial decisions.

Join us to learn the key elements of an effective financial wellness program, as well as your fiduciary responsibilities in selecting, offering and administering a retirement plan portfolio for your workforce.

This month’s presentation should inspire much discussion for CFOs and financial professionals alike - we encourage you to RSVP early, as space will be limited!

Presented by Patrick Zumbush, Founder and CEO of Wellspring Financial Partners

Patrick is a CPA by background and holds an MBA from the highly respected University of Chicago.  As a former CEO he understands and is well equipped to assist fiduciaries in minimizing their liability and exposure to personal and professional risk while being equally committed to assisting the beneficiaries of these plans.  A Certified Financial Planner, Pat holds a Series 65 License and is a regular contributor to Economics Editor and Syndicated Columnist Chris Farrell.  He has actively served in the Tucson community including serving as Past President of the Community Food Bank, a longtime Rotarian and serves on the Advisory Board of the Care Givers Training Institute. 

Through his investment firm, Wellspring Financial Advisors, Pat blends elements of modern portfolio theory and behavioral finance to help participants construct successful investment strategies and long range plans. Pat also is committed to investment communication and education to sponsors and participants of ERISA plans.  Patrick holds Dual Bachelor of Science Degrees in Finance and Accounting from Ausburg College and a Master’s Degree of Business Administration from The University of Chicago Graduate School of Business.

Reservations are required and must be made no later than Friday, January 18th at Noon.

This session is limited to the first 14 registrants.

FEAT Lunch & Learn Series programs are members-only sessions with a smaller group of FEAT members, in which a financial or business related topic is presented by an expert, then discussed among the group. Each event is sponsored by the host, so the program and lunch is free to attendees.