My Southlake News

2021 - Intranet

Posted on: March 11, 2022

FREE Financial Wellness Seminar - Sign Up Today!

Free Financial Wellness Seminar

We've partnered with Prudential Pathways and Cigna to offer a free, 4-part financial wellness series in April!

 

The series will be available virtually via WebEx on Thursdays from 11:30 am - 12:30 pm on the following dates:

  • April 7
  • April 14
  • April 21
  • April 28

During this 4-week seminar, many important financial topics will be covered, including:

  • Setting your financial goals
  • Protecting your assets through risk management
  • Investment principles
  • Healthcare planning strategies
  • Retirement and asset distribution planning strategies
  • Tax strategies
  • Estate planning strategies
  • How your employee benefits fit into your overall financial picture

In addition to the seminar, Prudential is offering free, individual 30-minute financial wellness check-ups on Tuesday, April 19, and Tuesday, April 26.

 

If you are interested in the seminar and/or the financial wellness check-ups, please sign up for one or both using the links below. We hope to see you there!


Register for the Financial Wellness Series

Sign Up for Financial Wellness Check-Ups

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