Financial Wellness Workshop Q3, 2024

Event Agenda and Topics

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This comprehensive workshop will cover a range of important financial topics, including strategic retirement planning, understanding tax-free investment options, and maximizing the benefits of living benefits insurance. Our expert speakers will lead interactive sessions on:

• Retirement Planning Strategies: Learn how to build a robust and tax-efficient retirement plan that meets your long-term financial goals.
• Tax-Free Investments: Discover the advantages of Roth IRAs, Health Savings Accounts (HSAs), and Life Insurance Retirement Plans (LIRPs) in growing your savings tax-free.
• Living Benefits Insurance: Understand how living benefits insurance can provide financial security during critical times and enhance your overall insurance portfolio.
• Personalized Financial Planning: Participate in hands-on sessions where you can get personalized advice from our financial advisors on managing your financial future.

Throughout the day, there will be opportunities for Q&A sessions, networking breaks, and one-on-one consultations with our expert advisors to address your specific financial concerns and goals.

By the end of this workshop, attendees will receive a digital Certificate of Completion.