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February 26, 2020
12:15 PM - 1:30 PM
Time Details:
Remote in or bring your own lunch; also available at Workforce Alliance in Hawley and Pike County Chamber of Commerce in Milford.
The Stourbridge Project
646 Part Street
Honesdale, PA 18431
Dial in: 646 558 8656;
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Lunch & Learn Webinar Series: Financial Wellness

Wednesday, February 26, 2020

Understanding the foundations of various financial concepts is critical to a person’s long-term financial well-being. This non-branded presentation provides a high level overview of five common financial topics, all brought together into a single session: Saving, Investing, Protecting, Retiring and Estate Planning. Topics like compound interest, asset allocation, various insurance types, retirement income and estate planning tools are all included. At end of discussion, audiences should have enough knowledge to understand financial basics. This presentation was created in response for advisor’s need to have a one-time presentation for use with select audiences, and not part of an ongoing employee education series.