Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime.
What the webinar covers
- Short-term goals: Tips on essentials like building an emergency fund and managing debt.
- Mid-term goals: Strategies for saving for big purchases or career growth.
- Long-term goals: Insights for retirement planning.
Download the Worksheet
Benefits of a Financial Education
- For employees: Better planning leads to less stress, more focus, and increased financial confidence.
- For employers: Financially educated teams are happier, more engaged, and prepared for the future.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
Independent Retirement Partners
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
Securities offered through LPL Financial member FINRA and SIPC. Investment Advisory services offered through Good Life Advisors, a Registered Investment Advisor. Good Life Advisors and Independent Retirement Partners, LLC are not owned or controlled by LPL Financial. Chartered Retirement Plans Specialist conferred by the College for Financial Planning.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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