Event Details

Program:

Educating participants on how to assist staff in completing the updated W4 forms. The speaker will wrap up the presentation discussing different retirement plan options and matching/vesting that companies could choose from.

Presenter:

Jared Faltys is a partner at WealthFirm in Norfolk, Nebraska. After graduating from Nebraska Wesleyan, Jared joined the firm as a CPA in 1994 and has been an investment advisor for over 19 of those years. Jared was born and raised in Northeast Nebraska and over the years has formed many strong bonds within his community. He has a passion for supporting and educating community members of all ages. 

He has earned two designations in the investment field. Personal Financial Specialist (PFS) is earned through the American Institute of Certified Public Accountants (AICPA), which relates to various topics such as financial planning for organizations, investment management, and risk analysis. Certified Plan Fiduciary Advisor (CPFA) is earned through the National Association of Plan Advisors (NAPA) which focuses on the expertise required of advisors to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. The CPFA credential, developed by some of the nation’s leading advisors and fiduciary experts, demonstrates a knowledge, expertise, and commitment to working with fiduciary matters. Jared’s areas of expertise include financial planning, wealth management and investment consulting. Jared has also served as a subject matter expert and speaker for national conferences in Finance.

When Jared is not busy helping clients, he enjoys spending time with his wife, Julie, and their four children.

Norfolk Area Human Resource Association is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP®. 

“The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.”