Planning for the Future: Workforce, Risk Transfer, and Legal Guardrails

Reinhart Shareholder Michael Gentry and Andrew Bird of Mosaic Financial Partners recently shared strategies employers can use to retain top talent while managing legal and financial risk. During the session, they explored how workforce incentives, risk management and legal compliance intersect, including practical approaches to at-will agreements, bonus and commission plan design, employee leave considerations and the evolving use of artificial intelligence in the workplace. The discussion also addressed financial planning strategies such as split-dollar insurance arrangements, nonqualified deferred bonus plans and key-person coverage.

Click the video above to view the presentation, and click here if you would like to review the slides shared during the session.

Topics Discussed

• Minimizing employment-related risk through tools such as at-will agreements and thoughtful bonus and commission plan design
• Evolving legal considerations surrounding employee leaves of absence and the use of artificial intelligence in the workplace
• The role of confidentiality and nonsolicitation agreements when noncompetes may not be enforceable or sufficient
• Financial planning strategies, including split-dollar insurance arrangements, nonqualified deferred bonus plans and key-person coverage

About Our Speakers

Michael Gentry is a shareholder in Reinhart's Labor and Employment Practice and is also a member of the firm's Data Privacy and Cybersecurity Group and Artificial Intelligence (AI) Group.

Andrew Bird is a Partner and Wealth Management Advisor with Mosaic Financial Partners Northwestern Mutual.