Financial Wellness Seminar
The financial wellness seminar offers first responders the opportunity to learn about financial topics designed to help improve upon healthy financial habits, overall financial literacy, investing and saving goals, financial security, and pension/retirement planning.
This interactive workshop gives the registrant the opportunity to bring their personal situation and concerns the day of to speak to a certified financial planner one-on-one and leave with peace of mind and a plan in place to move forward towards successful retirement.
- Creating and Updating a Budget
- Estate Planning
- Financial Planning Principles
- Income Tax Planning
- Investing Basics
- Life Insurance
- Long-Term Care Insurance
- Managing Credit
- Managing Financial Risks
- Medicare
- Reducing Debt
- Retirement Planning
- Saving for College
- Social Security
- Student Loan Forgiveness Program
- Wills and Trusts