A 30-minute wellness workshop, held at your location, includes a complimentary meal and provides valuable information for financial and retirement planning.
From Market Watch 2024 Financial Stress Survey:
65% of people say finances are their biggest source of stress
94% say they sacrifice their mental health to get by financially
92% say financial stress has caused adverse physical effects (e.g., loss of sleep, headaches, etc.)
In this 30-minute workshop, Virgil Hughes will discuss:
Do you know the total amount you need to have saved for retirement?
Do you have an old 401k or retirement account that was left behind after you left a previous employer?
Are you taking advantage of various retirement savings options available to you in this key time of your retirement planning journey?
Do you have a retirement plan that includes a written budget, investment and tax strategy, estate plan, and health care strategy spelled out?
Want more information on this workshop?
Please fill out the following for more information and to schedule a Financial Wellness Workshop.
Financial Wellness Workshop
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For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.