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Open Enrollment: How to Make Smart Benefit Choices
It’s that time of year again for most employer-sponsored benefit plans…Open Enrollment. Many employers offer worthwhile optional benefits, and we’ll cover a few of the most common ones.

Among other topics, we’ll guide you through the immediate and long-term financial considerations when comparing a high-deductible medical plan with an HSA versus a traditional medical plan with an FSA, group life insurance, disability insurance, and more.

Join Dan Galli, CFP® and Karen Van Voorhis, CFP® as they explain the most common employee options.

Sep 14, 2023 12:00 PM in Eastern Time (US and Canada)

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Speakers

Daniel J. Galli, CFP®
Founder @Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.
Karen E. Van Voorhis, CFP®
Director of Financial Planning @Daniel J. Galli & Associates
Dan is a Certified Financial Planner™ practitioner and founder of Daniel J. Galli & Associates. He began his financial services career over 30 years ago following a successful career as a public-school teacher. His practice centers around comprehensive financial planning and investment advisory services. Dan focuses on retirement planning for professionals, small business owners, teachers and other individuals seeking to create a plan for their financial future. Dan was president of the Financial Planning Association of MA for two years, named Financial Planner of the Year in 2017 and is currently serving on the Board of Directors of the National Financial Planning Association based in Denver, CO. The FPA is the leading organization representing Certified Financial Planner™ practitioners.
Brian Franford
Associate Financial Planner @Daniel J. Galli & Associates
Brian is an associate financial planner at Daniel J. Galli & Associates and handles much of the behind-the-scenes work for both short-term financial plans and ongoing client relationships. Brian is passionate about helping others and enjoys seeing clients spend their time and resources on the things that bring them the most joy in life. Prior to joining DJG&A, Brian worked in the financial services field for several years. He is an active member of the Financial Planning Association and is currently studying to become a Certified Financial Planner™.

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