For Your Benefit

WAEPA’s CEO Shares Tips for End-of-Year Planning

December 12, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes M. Shane Canfield, CEO, WAEPA.  As the year comes to a close, it is a time to reflect and to look ahead.  Shane will offer thoughts on preparing for the year(s) ahead.

  • Current landscape
  • Planning for the year ahead
  • Preparing for the unexpected
  • Thinking about insurance needs
  • Post Open Season considerations
  • WAEPA Resources

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