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ELM Branch Lunch and Learn
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ELM Branch Lunch and Learn

 Export to Your Calendar 8/3/2017
When: Thursday, August 3, 2017
10:30 AM
Where: Map this event »
Cayce Tennis & Fitness
1120 Fort Congaree Trail
Cayce, South Carolina  29033
United States

Online registration is available until: 8/3/2017
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Education & Networking for you as a leader in our profession:

 2017 ELM Branch Lunch and Learn
August 3- 10:30AM - 2:00PM
Cayce Tennis & Fitness (Off I-77 this is where we met last year)


Topics Include:  Creating a Financial Wellness program for you and your staff, SC Retirement System changes myths and reality’s and SC General Assembly’s approach to creating a solvent system and a potential future look at the SCRS. 

New SCRPA membership benefit for you and your staff.  SCRPA is offering Wealth Steps which is a step-by-step financial wellness program that provides our members with a foundation for financial decision-making using a holistic, personalized approach.


10:30 – 11:30  Creating a financial wellness plan for you and your employees:

Presented by: Francis Simon, The PSGroup Greenville, SC


Listen and learn from one of South Carolina’s most knowledgeable financial planners in the state! Through a series of customizable, in-person workshops hosted for SCRPA, Wealth Steps provides members with:

• Knowledge of how to maximize their lifetime earning potential through protection, saving, and planning;

• Access to a secure, personalized website to analyze their individual financial situations;

• Complimentary one-on-one consultation with a Wealth Steps specialist for any member upon request.


Why host Wealth Steps through SCRPA for your employees?

It’s effective. Reduce members’ financial stress, helping increase their sense of security.

It’s positive. Boost appreciation for your association’s concern for its members’ well-being.

It’s simple. We take care of setting up the workshops, and any follow-up questions can be directed toward us.


11:35 – 12:15  SC Retirement System (PEBA) Myths and Realities!

            Presented By Paul Graham Field Services Representative from PEBA

Listen to a representative from PEBA about the changes that have occurred, what you should know as well as your employees should know concerning the SC Retirement System.


12:30 – 1:00  SC General Assembly and the SCRS

Presented By: Representative James E. Smith - Columbia

Listen and learn from a member of the SC General Assembly on the potential future of the SC Retirement System. 


Also to be included:


2) TERC Update – John Taylor

3) Trails Update – Jim Headley & Neal Hamilton

4) SC PRT Budget and other Legislative Updates – Don Shuman & Jim Headley

5) 27th Annual Southern Leisure Management & Trends Institute

6) Other Announcements – Don Shuman 

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