In small businesses, finance leaders often wear multiple hats, including HR responsibilities. 

Are you juggling multiple roles as a finance leader, HR strategist, and benefits manager (all at once) grappling with how to optimize your company’s financial strategy while also enhancing employee benefits?

Introducing SECURE Act 2.0: Your Strategic Financial Lever

This landmark legislation isn’t just another compliance hurdle. It’s your opportunity to:

• Optimize your company’s financial position
• Enhance your employee value proposition
• Maximize tax incentives while managing costs

If you’re ready to transform legislative complexity into a strategic financial advantage,  we’ve got you covered.

Join our upcoming webinar on November 5th to uncover:

• How SECURE 2.0 can be leveraged to improve your company’s financial wellness strategy
• Tactics to maximize tax credits and incentives in your 401(k) offerings, directly impacting your bottom line
• Strategies to boost employee participation in retirement plans, potentially reducing turnover costs
• Critical compliance requirements under SECURE 2.0, helping you mitigate financial risks
• Methods to future-proof your retirement plans, ensuring long-term financial stability amidst evolving legislation

Don’t miss this opportunity to elevate your financial strategy. Your company’s fiscal health and competitive edge are at stake.

Speaker Info 

Chad Parks, CEO, Ubiquity Retirement + Savings

Chad Parks is the founder and CEO of the first online, web-based, flat-fee retirement plan provider for small businesses in America: The Online 401(k), now known as Ubiquity Retirement + Savings.

He earned his Certified Financial Planner (CFP) designation and left the stock brokering world to start his own financial planning and investment management firm, Retirement & Education Group, Inc., a financial planning practice that assisted individuals and small business owners with their overall financial planning needs. Known for his unique, irreverent approach to business and the financial industry, Chad regularly shares his insights in national publications such as The Wall Street Journal, The New York Times, CNN Money, Bloomberg Wealth Manager, Business Week, Entrepreneur, and elsewhere. He is a graduate of Florida International University and holds a Master’s in Finance from Golden Gate University.

Mona Dhillon, VP of People & Culture

Mona Dhillon is an accomplished talent acquisition and human resources leader who recently joined Ubiquity Retirement and Services as their VP of People and Culture. With a proven track record in scaling HR and talent acquisition processes, Mona excels at aligning human capital strategies with organizational goals to foster growth and innovation.

Before her role at Ubiquity, she served as the VP of HR and Talent Acquisition at WelcomeTech and Zest AI, where she implemented initiatives that enhanced employee engagement and retention, cultivating a culture of excellence and collaboration. As the Head of Talent Acquisition at ZestFinance, Mona streamlined recruitment processes, significantly improving hiring efficiency while attracting top-tier talent.

Her previous experiences include serving as the Director of Talent Acquisition at NationBuilder, where she led efforts to build a diverse workforce that reflected the organization’s mission, and as the Director of HR and Talent Acquisition at OpenX, where she developed comprehensive HR frameworks to support organizational scaling. Mona has also worked at Fortune 100 companies like Google and AT&T, and she is now focused on bringing founders’ visions of company culture to life in Series B and beyond at VC-funded tech companies.

Mona holds a Master of Science degree in Information Sciences from Claremont Graduate University. With a deep commitment to building lasting cultures, she is passionate about creating environments where employees thrive and contribute to sustained organizational success.

REGISTER FOR THIS FREE WEBINAR NOW

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