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Financial Wellness Seminar

Benefit Links

Learning Management System

Prudential

 We are pleased to offer you an educational series from a trusted industry leader that will provide you with the information you need to find your own path to financial wellness. This is a four session series that will be broken down in two days.

Here is a look at what you will learn through Prudential Pathways: A Financial Wellness  Educational Series!

 

Tuesday, October 4th:

10:00a.m-12:00p.m: Session 1- Great Strides: Understanding Fundamentals of Financial Wellness: An introduction to financial wellness, including the benefits of living within a budget, the variety of savings and investing vehicles available, and some best practices to maximize savings.

12:00p.m-12:45p.m- Lunch

12:45p.m-2:30p.m: Session 2- For the Long Haul: Building Your Road to Retirement: Proven approaches for developing a retirement plan, creating a retirement income strategy, and avoiding roadblocks to financial security in retirement.

 

Monday, October 17th:

 

10:00a.m-12:00p.m: Session 3- Cruising Along: Protecting You and Your Loved Ones: Techniques to effectively protect assets against predictable and unforeseen circumstances. Learn how insurance and employee benefits can work together to help maintain financial wellness.

12:00p.m-12:45p.m- Lunch

12:45p.m-2:30p.m: Session 4- The Journey Continues: Creating a Solid Plan for the Future: Planning for the future includes understanding the importance of compiling financial information and documents. Raise your awarenessof the importance of estate planning strategies. Learn about the importance of regular beneficiary reviews and asset consolidation. Gain an understanding of common wealth transfer strategies and estate planning pitfalls.

 

Led by a local, Licensed, experienced financial professional specially trained to deliver the program.

Dan Flemming.jpg

Daniel Fleming

Worksite Educational Program Speaker

Click here for Dan's Bio
 
 


 

REGISTER TODAY through the Learning Management System

 

For questions contact Amanda Smith at 920-952.7221 or e-mail healthandwellness@grande.com