Overview of Financial Wellness Done Right Posted on April 10, 2023April 10, 2023 Here is a great quick overview of what Financial Wellness Done Right delivers to both employers and their employees at NO COST! Contact us to discover how to maximize your employee benefits through some basic knowledge and education. RetireU-UThrive-Venn-Diagram-Promo-PieceDownload
HelpUThrive Workshop Topics Posted on March 21, 2023March 27, 2023 These education offerings are typically 25-30 minutes in length and are customizable to include current or proposed benefit offerings. • Smart Decisions for your Money in your 20’s, 30’s, and 40’s • Credit and Spending! What Should I Be Doing? • Investing—How do I get started? • Creating the Balance: Love and Money for Couples • Insurance—The Whys and How’s • Education Financing for Your Young Children • Women and Investing: Planning Your Financial Journey • Financial Management • 401k’s: How do they work and why should I participate? • Healthcare pre-age 65 • Home buying ins and out’s • Socially Responsible Investing • Roth vs. Traditional • Healthcare Savings Accounts Explained
RetireU Workshop Topics Posted on March 21, 2023March 24, 2023 These education offerings are typically 45-50 minutes in length and are customizable to include current or proposed benefit offerings. • Retirement Healthcare • Retirement Income Planning • Social Security: An Understanding and Strategies • Estate Planning: It is for Everyone! • Income Tax Strategies • How Do I Prepare to Care for My Mom and Dad? • Getting Ready for Retirement • Roadblocks to Retirement • Education Financing for Your Teenagers • Investing for Retirement • Investing Today
Investing Today: What you need to know! Posted on February 27, 2023March 21, 2023 Investing Today: What you need to know! Investing today is a complicated but essential part of securing a strong financial future. This presentation will introduce the basics of investing, from the different asset classes to the different investment strategies available and the importance of diversification. Participants will also learn about the pros and cons of each option and the potential risks and rewards that come with each choice. View Preview