Financial Wellness
5 Critical Aspects of Financial Wellness
Join us and get a jump on your personal financial wellness by reviewing several of the most important concepts to achieving financial success and a sound retirement. While there are many aspects that are needed to attain and maintain a successful financial outcome, in this program we will review what we feel are the top 5 aspects every employee needs to be aware of to feel confident they are doing what they need to be successful. The 5 topics we will review include Creating a sound budget, Financial independence projections, Managing critical life events, Understanding employer & government benefits & Estate planning basics.
January 10, 2019
• Jay Lindner