Financial Wellness Workshop Replays
Financial Literacy
- Understand three steps to financial freedom
- How to prepare a budget
- How to cut back on expenses
- How to save more and plan for retirement
- How to set financial goals
Preparing for Retirement
- How do I want to retire?
- How much money will I need to retire?
- When is the right time to retire?
- Who do I share my retirement income with?
- What are the greatest risks to my retirement?
- How do I invest for retirement?
Saving for College
- How much will college cost?
- How much should I save for college?
- Educational funding options
- College needs analysis
Estate Planning
- What is an estate plan?
- Who should have an estate plan?
- What can an estate plan help me accomplish?
- How does an estate plan work?
- What elements make up an estate plan?
Understanding Life Insurance
- How much life insurance do I need?
- What type of life insurance should I buy?
- Life insurance options/benefits
Social Security Planning
- Will Social Security be there for me?
- How much money can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
- Will Social Security be enough to live on in retirement?
