Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime.
What the Webinar Covers
- Short-term goals: Tips on essentials like building an emergency fund and managing debt.
- Mid-term goals: Strategies for saving for big purchases or career growth.
- Long-term goals: Insights for retirement planning.
Benefits of a Financial Education
- For employees: Better planning leads to less stress, more focus, and increased financial confidence.
- For employers: Financially educated teams are happier, more engaged, and prepared for the future.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources. retirementplans@legacy-online.com
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entities
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
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