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, our team 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?
Please fill out the following for more information and to schedule a Financial Wellness Workshop.
Financial Wellness Workshop
Ready to take the next step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.