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Employee Education: Festive Finances

Employee Education: Festive Finances

| November 27, 2023

With some planning and creativity, the holiday season can be more affordable and meaningful. We've compiled some practical tips to help employees navigate their holiday spending, so they can stay within a budget, reduce stress and fully enjoy this special time of year.

Share this employee education piece, “Festive Finances” with your workforce to help them discover new ways to bring joy and warmth to their holiday season!

Download the Employee Education


Matthew C. Monroe, AIF®, CRPS®

Managing Partner

290 Elwood Davis Road, Suite 220

Liverpool, NY 13088

mmonroe@irpny.com

(315) 431-2888

www.irpny.com

 

Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.

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.

©401(k) Marketing, LLC.  All rights reserved. Proprietary and confidential.  Do not copy or distribute outside original intent.