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Employee Job Benefits

Saturday, April 27, 2013

Download the Show Audio Here



Peter Fendler,

Norton Financial Services
Peter Fendler is the President and Co-owner of Norton Financial Services, an employee benefits and consulting firm located in Cumberland Foreside, Maine. He entered financial services in 1986 after a successful career as a captain in the merchant marine. He joined Norton Financial Services in 1989 and became a partner in 1997. Peter’s areas of discipline are employee benefits, retirement plan consulting, and individual asset management.

Peter holds his Accredited Investment Fiduciary (AIF®) designation. He is a member of both the Profit Sharing Council of America (PSCA) as well as the American Society of Pension Professionals and Actuaries (ASPPA) and sits on the key advisor panels of several retirement plan vendors.

Peter has served on the broker advisory councils for Anthem, Aetna, and Harvard Pilgrim Healthcare and has served as the state Legislative Chair for the Maine Association of Insurance and Financial Advisors (MAIFA). He is a 21-year qualifying member of the Million Dollar Round Table.

Peter has served on the Boards of the Maine College of Art, the Pine Tree Council of the Boy Scouts of America, and Maine Central Institute. He isan alumnus of the Iota class of the Institute for Civic Leadership.

Peter holds series 7, 6, 22, 24, 63 & 65 securities registrations as well as his AIF® (Accredited Investment Fiduciary) designation. He is licensed for life, health, and accident insurance and is appointed with over 30 insurance carriers.

Licensed in 23 states, Peter offers securities as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Norton Financial Services and Norton are separate and unrelated to Commonwealth.


Dan Tetu,
Vice President

Norton Financial Services

Dan brings genuine enthusiasm about employee benefits to the clients of Norton Financial Services. His experience in the field ranges from small, privately owned entrepreneurial businesses to large metropolitan, multi-national organizations. Dan specializes in employee benefits and retirement plans. He is a Registered Health Underwriter (RHU) appointed with more than 20 insurance carries and licensed in 6 states. Dan holds the series 6 and 63 securities registrations (held through Commonwealth Financial Network).

 Dan began his career in 1984 as a sales executive in the area of employee benefits at the New Jersey office of Union Mutual Insurance (now UNUMProvident). He then moved to Philadelphia and rapidly progressed to the position of senior account executive. Seeking an environment more conducive to raising his family, Dan moved back to Maine in 1994. Dan joined Norton Financial Services in 1996, became a partner in 2001 and serves as Vice President.

 Dan’s primary goal is to create value for each client of Norton Financial Services. His philosophy is to educate clients about the various types of employee benefits so that they can make educated decisions about what is best for their company and its employees. By keeping his finger on the pulse of the rapidly changing employee benefits industry, Dan helps his clients stay ahead of the curve.

 Dan graduated with honors from the University of Southern Maine with a Bachelor of Science in business administration. He is currently enrolled in The American College. He has also been a member involved with associations such as Maine Businesses for Social Responsibility and the Employee Benefits Council of Maine. As a founding board member, Dan helped create the Maine Healthcare Purchasing Collaborative.

 Dan has volunteered many hours to coaching youth soccer, learn-to-ski programs, fundraising for the Boy Scouts of America, and chairing a local hunger-relief event sponsored by the national organization, Sharing Our Strength. He lives in Brunswick with his wife, Helen, and their three daughters, Aimee, Patrice, and Paige. Dan’s interests include spending time with his family as well as hiking, skiing, golfing, and playing club hockey.

 Securities offered through Commonwealth Financial Network Member FINRA, SIPC. Fixed insurance products and services offered by Norton are separate and unrelated to Commonwealth.

Benefits of HRASM and International Relocation

Saturday, April 20 2013 at 1-2pm this week

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Lisa A. B. Noonan
Benefits of joining HRASM –

Lisa is the current President of the Human Resources Association of Southern Maine. She has served on the Board and various committees over the years and has held the position of VP of Programs, Government Affairs, and Board Member At Large.

Lisa has served as the College Relations Director for the SHRM Maine State Council. After a career in the insurance industry, Lisa began her HR career at Portland Glass and eventually opened her own HR consulting business. Presently, she works at The Park Danforth, a Senior Community in Portland, as the Chief Operations Officer.  Lisa received her SPHR certification in 2003 and is pursuing her Master’s in Leadership. She lives in Portland with her husband Kevin and has two children, Taylor and Hannah.
David Leboff
CPA, President
Challenge of international relocation and global payroll –

Dave has 30 years of experience in international human resources and expatriate program management.  He began his career in tax, working for the Internal Revenue Service and then Arthur Young in NYC where he received his CPA and managed sizeable expatriate program engagements. Dave moved to the client side and served in international assignment and global human resources roles at PepsiCo, Bankers Trust, UBS, and DoubleClick.

In 2002, Dave formed Expaticore to serve organizations of all sizes seeking support with their global mobility policies and programs, as well as their local, national, and expatriate payroll operations.  Dave is a recognized thought leader in the industry who has written articles on international payroll and expatriate program administration. He also speaks at industry conferences covering matters relevant to global workforce management.

Diversity and Inclusion

Saturday, April 13, 2013

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Our Guest:

Eric Peterson

Manager of Diversity & Inclusion

Society for Human Resource Management  (SHRM)


Why Diversity & Inclusion Makes an Organization –

As Manager of Diversity & Inclusion, Eric works directly with SHRM’s VP of Diversity & Inclusion to position SHRM as a leader in the diversity management and inclusion field.

He acts as a thought leader, champion, and project lead in the design and implementation of innovative diversity strategies. Additionally, Eric works with SHRM Staff to effectively respond to member inquiries regarding the SHRM Diversity Initiative; manage selected partnerships and alliances established by SHRM; and represent SHRM in interactions with external diversity-related organizations.

Eric believes that diversity (in all its forms) and inclusion are vital for today’s organizations, driven by a strong business case and an equally compelling values case, which support rather than contradict each other. Furthermore, the work requires collaboration, strong support from courageous leaders, a solid foundation in education, and follow-through in systemic functions, including rewards, consequences, and accountability for all involved.

The Birkman Method and Long Term Insurance

Saturday, April 6, 2013

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Don Patton

Global Business Development Director
and Learning Partner

Birkman International, Inc.

The Birkman Method –


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Born and educated in Western Canada, Don has degrees from the University of British Columbia in Economics and Business Administration. A lifelong sportsman, he still enjoys Masters Rugby as well as snow and water skiing, tennis, golf and recreational flying.

Seven years of Marketing and Brand Management assignments with General Foods, Limited launched his business career. Don was then recruited to a multi-national marketing and management consulting firm, Ronalds-Reynolds Ltd., where he rose to the position of Director, Sr. Vice President, General Manager, Western Canada. In 1994, Don established a Management Consulting Firm, Westrend Communications, Inc., specializing in Structural and Organizational Consulting, addressing the dramatic market growth opportunities (and consequences) of mergers and acquisitions. Human Capital management through these frequently traumatic engagements became a core criterion for a successful client result.

The firm selected and became certified in The Birkman Method to better manage project outcomes. A close relationship with Birkman developed. Ultimately, after an extensive training and qualification process, Don accepted the role of Global Business Development Director and Learning Partner with Birkman International, Inc. Over the last 18 years, Don has directed his focus within Birkman International, Inc., in supporting the introduction, training, and implementation of the Birkman Method into major, multi-national management consulting firms, selected regional consulting firms, and corporate multi-nationals and their offices around North America, Europe, Latin America and Asia/Pacific.

Expertise in the specific assessment applications of competency mapping, behavioral and motivational profiles, executive coaching, teambuilding, and selection are now the core business focus. Don conducts a majority of Birkman International’s offshore/teleconference Consultant Training in this capacity.


Todd Grove

National Director of
Worksite Solutions

LTC Financial Partners, LLC

Long Term Insurance –


Download Todd’s Audio

Todd, LTCP, CLTC, is the National Director of Worksite Solutions for LTC Financial Partners, LLC. He has been involved exclusively with Long Term Care Financing and Insurance for more than twenty-two years.

Nationally recognized as a leading specialist in this field, Todd speaks and writes on this topic frequently. Some of the publications he has contributed to are the New York Times, Senior Market Advisor, National Underwriter Magazine, the Portland Press Herald, Benefit Selling Magazine, and MaineBiz. Todd is one of the founding partners and board member of LTC Financial Partners, LLC. For more information, please call 800-314-9080