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2021-06-10-Financial Wellness Series #1 - Webinar
Financial WellnessA 3 part Webinar SeriesJune 10, 17, 22, 2021
Gerard BenedictCFP®, ChFC®, CLU®, MBA Financial Services RepresentativeFinancial AdvisorSession 1Financial Wellness OverviewJune 10, 202112:000 pm - 1:00 pmA high-level overview of five common financial topics and how they relate to your financial wellbeing: Savings, investing, protecting, retiring, and estate planning.Topics include:- Compound interest
- Asset Allocation
- Various Insurance Types
- Retirement Income
- Estate Planning Tools
At the end of the discussion, audiences should have enough knowledge to understand financial basics.Session 2Common Money MistakesJune 17, 202112:00 PM - 1:00 PMLearn about common potential money mistakes that can derail a person’s plans. Anticipating money mistakes and financial pitfalls is a key part of a person's financial well-being and long-term financial plans.Topics include:- Managing Financial Decisions
- Financial Setbacks
- Financial Goals
- Making Financial Decisions
At the end of the discussion, the audience should feel comfortable that they can avoid these mistakes in the future.Session 3Retirement ReadinessJune 22, 202112:00 PM - 1:00 PMBeing well prepared to retire is an important part of a person’s financial well-being and future quality of life. Learn the important things to consider – before retirement – including from a financial perspective (income, government benefits, taxes), an organizational perspective (simplify and consolidate), and an emotional perspective (social, support, health & wellness).Topics from government benefits to information loved ones need to know about will be covered. The alignment of income and expenses is also discussed.- At the end of the discussion, the audience should know enough to begin getting ready to retire.
2021-06-10-Financial Wellness Series ...Date and Time
Thursday Jun 10, 2021
12:00 PM - 1:00 PM EDT12: 00 PM
1:00 PMLocation
ZOOM
Fees/Admission
Free to members in good standing
Contact Information
Maryetta Delahanty
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