What you need to know for 2024: Financial Wellness and the Workplace

Financial Wellness and the Workplace

Join us for an insightful webinar where we delve into crucial considerations for financial wellness and workplace planning in the upcoming year. Our focus centers on the Secure 2.0 initiative and a recent 401k bill poised to shape the economic landscape. This webinar explores crucial topics such as emergency Roth savings accounts, withdrawals, IRA portability, and anticipated student loan provisions. In addition, we'll discuss practical ways employers can promote retirement planning through educational initiatives and facilitate connections between employees and financial advisors. The session will conclude with a valuable resource – the "memory binder" – designed to navigate estate closures, along with an invitation for collaborative planning sessions.
This webinar is a must-attend for those seeking informed insights for their company.