How to Invest In, and Protect, Your Business

Nov 13, 2008

The recent market turbulence has left many Americans and business owners feeling uncertain about the economy and their future. The one certainty is this: we are all anxious to know what the next few months will bring. Now, more than ever, it is becoming ever so important to be aware of strategies to invest in and protect your business.

November 13, 2008
7:30 – 9:30 AM
Boston College Club, 100 Federal Street, Boston
Sponsor: The Bulfinch Group/Guardian

Please join us for an interactive presentation and discussion that will give you clear and concise tips on how to make the most of this unprecedented time in our nation's economy. We will touch on the following:

How to create strategies to restructure your benefits package without skimping on important coverage for yourself and your employees.
Attracting and retaining employees is more important than ever but we need to watch the bottom line - should you have to sacrifice one for the other?
Why you need to watch your dollar now and make small, incremental changes that positively affect your bottom line.
Make sure you are making informed, economic decisions for your business that will affect you for this generation and for many more to come.

Networking and Registration: 7:30 - 8:00AM
Program and Discussion: 8:00 - 9:30AM

TCI Forum and Million $ Circle Members: Complimentary
General Members: $35
Guests: $60

Advanced registration is required by November 7th.

Online registration is now closed. Please contact Jill Luo at (617) 859-0080 x 207 or jluo@commonwealthinstitute.org to register.

Featured Speakers:

Douglas Hall
Douglas Hall is a Director of Group Benefits and oversees all aspects of the Client Services Department at Bulfinch Benefits. Douglas specializes in working with clients on a daily basis to meet their service expectations and provide employee benefit service resolutions. He also interfaces with the carriers on a regular basis on behalf of the client. Douglas has over 17 years' experience in the employee benefits field including 10 years at Harvard Pilgrim Health Care. Douglas holds a Bachelor of Arts from Boston University.

Mark Markell
Mark Markell is the Director of Employee Benefits with Bulfinch Benefits. With over 18 years of experience, he specializes in working with companies of all types and sizes, such as small law firms, to national retail chains, large unions, and hospitals. Mark believes in working for the client - not the insurance agency. In addition, providing a detailed strategy, and not just quoting the lowest price, is key in giving a complete approach to a client`s situation. Mark's profound loyalty to the needs and interests of his clients is the reason that they have chosen to stay with him year after year. Some of the rewards he has received while at The Bulfinch include the Leader's Club, and Platinum & Gold level producer. Mark received a B.S. in Business from the University of Houston.