Event Details

Bridging Education & Workforce Development –

The Pathway to Financial Stability

The PA 529 College and Career Savings Plan is an account to pay for k-12 tuition, college, trade/vocation schools, apprenticeships and student loans. Advantages of using a 529 plan for education savings include tax benefits, low maintenance, high contribution limits, favorable financial aid treatment, and flexibility.

The Pennsylvania ABLE Savings Program (PA ABLE) is a tax-advantaged savings plan for individuals with qualifying disabilities and their families. It allows for tax-free savings and investments for disability-related expenses without impacting eligibility for government benefits like Medicaid and SSI.

Berks Countians have more than $68.7 million in unclaimed property that the Treasury is looking to return. One of Treasurer Stacy Garrity’s top priorities is to return unclaimed property to Pennsylvanians in every corner of the commonwealth.  That money belongs to the hardworking taxpayers, businesses, and non-profits. Every dollar can make a huge difference right now.

During my presentation, the audience will join me in an engaging discussion regarding workforce development initiatives in Berks County and strategies to overcome challenges. We will review current employment data/trends in the county. I will highlight the structure of each program, detailing how PA Treasury’s employee benefits offerings are helping companies recruit/retain high-level talent.

Speaker:  Larry Booker, Regional Program Relationship Manager, PA Dept of Treasury

Larry Booker is a Regional Program Relationship Manager at the Pennsylvania Department of Treasury. Larry engages with local governments, school districts, community partners, and employers to promote savings programs and financial literacy. He serves as a primary point of contact at community events and county meetings.

Over the last 15 years, he has worked in customer service and client relations, including seven years within PA Treasury’s operations center. Prior to joining Treasury, Larry was a supervisor at the Pennsylvania Higher Education Assistance Agency (PHEAA) managing Guarantor/Insurer Relations representatives.

MORE DETAILS

•  Pre-registration required by emailing Wendy Button by midnight on Thursday, July 3rd.  Payment instructions will be given upon registering.
• The Chapter pays for the headcount given to BCC the Friday prior to a meeting.  Cancelations of prior registration must be received by midnight on Thursday, July 3rd to avoid invoice for the meeting fee.
• No refunds or credits will be issued for cancelations after midnight on Thursday, July 3rd or no-shows.
• Doors open at 7am for check-in and networking.  
• Meeting begins at 7:30
• Speaker begins at 8:00
• Hot breakfast buffet is included
• Photographs may be taken and used in Social Media and Marketing.  If you wish not to be photographed, please let us know during check-in
• The Berkshire Country Club dress code business casual. 

This meeting has been submitted for 1 HRCI and SHRM recertification credit. 

Approval is pending