Pickler Wealth Advisors is an independent wealth advisory firm which is dedicated to wealth management and estate planning which provides customized solutions for clients’ life goals. The Pickler Wealth Advisors process includes: discovery, recommendations, implementation and systematic monitoring and review.
www.picklerwealthadvisors.com Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 1135 Halle Park Circle | Collierville, TN 38017
The Pickler Law Firm is dedicated to providing outstanding legal advocacy and superior client service. Our experienced professionals offer legal excellence in comprehensive estate planning, probate administration, family law, civil dispute resolution, and corporate law. The law firm specializes in financial, legal and risk management, as well as strategies to protect client’s assets and ensure maximum tax efficiency. www.picklerlaw.com
Pickler Accounting Advisors was founded in 2012, but with over 30 years of experience in the tax field, the team is dedicated to both the clients and community. The accounting team offers a host of services including: tax preparation, tax planning, software implementation, IRS issue resolution, bookkeeping services, and business advisory services. www.pickleraccounting.com
Pickler Events believes "it's all in the details." As a premier event planning and coordination service in the Mid-South, we help make your dreams a reality. Whether it be a fairy-tale wedding, an intimate networking event, or a grand fund-raising gala, we are here to bring your next event to life! www.picklerevents.com
American Public Education Foundation is an independent 501C3 non-profit foundation whose mission is to educate, inspire, and lead all those involved in public education. APEF was founded by David Pickler along with nationally recognized education leaders to help ensure America’s economic and national security interests through public education. APEF is based in Collierville, Tennessee. www.theapef.org
ON-BOARDING PROCESS
Below, you will find the checklist for new-employee onboarding. New employees will work directly with the Office Manager (OM) to accomplish these tasks.
On-Boarding Check List
- Employee Information Form
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On the employee’s first day at work, the OM has the individual fill out the Information Form
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- Security Code
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Once the new employee has filled out their paperwork, the OM sets up their unique passcode on our Vivant Security System in each building (PWA, TPLF, and Chaney)
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Payroll
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The OM sets up payroll for the new employee
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- 401(K)
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The OM sets up the 401(k) for the new employee through Ubiquity and discusses Company Match
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Insurance
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The OM sets up health insurance for the new employee through Humana
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Dental
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The OM sets up dental insurance for the new employee through Delta Dental
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Aflac
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The OM sets up a meeting between the new employee and our Aflac rep, Nancy Lawson
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Aflac can provide employees with a myriad of services, paid for by the employee, including accident insurance, short-term disability, and cancer policies
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Gym Membership
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The OM sets up a gym membership for the new employee at either LifeTime Fitness or the DAC (Desoto Athletic Club)
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Credit Card
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After 30 days of the employee starting work, the OM orders them a company American Express credit card
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Keys
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The OM will have a key or keys made for the employee
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IT Setup
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Before the new employee begins work, the OM discusses IT needs with Open Road Technologies (ORT)
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ORT will set up a new desk phone, desktop computer, and computer login
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