Jump to main content

Webinar: Federal Employee Finances in a Time of Crisis

WAEPA Sponsored EY Webinar:
Federal Employee Finances in a Time of Crisis

The financial impact of the coronavirus has been felt by some more than others; however, no one has been left untouched. While there are signs of recovery, many of us are still struggling to manage the impact of this pandemic. But, there are actions we can take today to help. Plus, this time in history presents an opportunity for all of us to take stock of our financial position, assess the impact the coronavirus has had on our goals, and implement a plan to get back on track. We can also reflect on lessons learned and use them to help protect ourselves for when the next disaster strikes. Join us as we discuss these and other ideas for getting our finances back on track. This broadcast was sponsored by WAEPA.

This 30-minute webinar covered:

  • – Assessing your current financial position
  • – Recognizing opportunities to avoid mistakes, maintain flexibility and protect yourself going forward
  • – Developing a plan to get back on track financially

This webinar was presented by:

BOB FAIRBROOK, CFP
ERNST & YOUNG LLP

Bob Fairbrook has been a financial advisor and educator since 1979 and is in his 12th year as a financial education specialist with EY, where he leads action-driven financial seminars for employees and members of large organizations.

Prior to his time at EY, he joined Wise Planning, Inc. (Winnetka, IL) as a financial counselor and leader of the firm’s Financial Education Service, offering workshops on topics including investing, debt management, retirement planning, estate planning and employee benefits.  Prior to Wise Planning, Bob spent eleven years as a partner at Retirement Benefit Specialists in Bellevue, WA and ten years as owner of Northwest Retirement Planning in Seattle.

Bob has served as an adjunct professor in the CFP® certificate training program for City University in Bellevue and as a member of the Investment Committee for Safeco Investment Services.  Bob recently served a six year term on the Investment Committee for the American Medical Association Foundation in Chicago, he graduated from the University of the Pacific in Stockton, CA and has been a Certified Financial Planner since 1995.

M. SHANE Canfield
CEO, WAEPA

M. Shane Canfield brings more than 25 years of experience in insurance and non-profit leadership to WAEPA.

Shane came to WAEPA in 2016 and served previously as Executive Director of the Council on Employee Benefits. He has spent most of his career in the pooled-risk group/affinity insurance industry. In his role as WAEPA CEO, Shane is responsible for strategic planning and leadership, managing stakeholder relationships, and serving our Board of Directors in organizational oversight. With extensive experience in coalition building, government relations, and reporting to Boards, Shane leads WAEPA by consistently prioritizing member satisfaction, membership growth, and retention.

He earned a Master of Business Administration (MBA) from George Mason University, a Bachelor of Science in Business Administration from Washington Adventist University, and is a board member for the Council of HR Management Associations, member of LIMRA, PIMA, International Foundation of Employee Benefit Plans (IFEBP), and is a past board member of the ASAE Business Services Inc. Additionally, Shane holds various certifications, including CEBS, RHU, CAE, SPHR, and SHRM-SCP.