Presented by OneDigital, this training will cover:
Speaker: Brook Cox, AIF, CPFA, is Vice President of Retirement Plan Consulting at OneDigital, leading retirement plan sales and consulting efforts across Ohio, Indiana, and Michigan. He works with employers to develop committee governance strategies, plan design solutions, and employee financial wellness programs — helping organizations and their people achieve meaningful financial outcomes. Brook brings 25 years of institutional retirement experience, having spent the majority of his career at Fidelity Investments across roles spanning business development, client relationship management, tax-exempt plan consulting, and national leadership initiatives. He joined OneDigital in September 2024 to strengthen the firm's retirement plan consulting capabilities across the Midwest region.
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