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Monthly Meetings

2019_11: Putting financial wellness planning into action: Your new advantage

2019_11: Putting financial wellness planning into action: Your new advantage

Overview

Financial wellness refers to the “overall financial health of an individual” and is sometimes used interchangeably with financial well-being. Employee financial wellness programs are work-placed programs that both “access and support” the financial wellness of employees.

Speakers: Kyler Harder, CFBS & Joe Feldmeier CFP – Ascend Financial
Susan Grader, Financial Wellness Strategist Group
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Handout

Register

Meeting Logistics:
◾Date: November 21, 2019
◾Time: 7:30 – 9:30 a.m.
◾Registration begins at 7:15 a.m.
◾Buffet breakfast will begin serving at 7:30 a.m.
◾Location: Metropolitan Ballroom

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