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Financial Management Weekend Workshop

Financial Management Weekend Workshop

Navigating Your Next Chapter: A financial management weekend workshop

Wellness University invites you and your spouse/partner to a comprehensive and interactive financial management workshop designed to show you it’s never too early or too late to plan for a brighter and more secure financial future.

The workshop, presented by Merrill Lynch Wealth Management, will be held on Saturday, Sept. 7, 9 a.m. to 1 p.m., in Conference Rooms A-C, MOB 2, South Sacramento. Workshop topics will include:

  • Maximizing your benefits to maintain a better overall well-being
  • How financial planning creates a more secure retirement
  • Creating sustainable budgets
  • Overview of retirement benefits and health coverage options

Presented by Merrill Lynch Wealth Management | McGee, Hudson & Associates, will receive a toolkit, complimentary lunch, Q&A time with the experts, and enhanced knowledge and confidence. For attending, you will earn 4 credits towards great rewards.

Reserve online your spot(s) today. Space is limited and reservations will be made on a first come, first served basis.

When: Saturday, Sept. 7, 9 a.m. – 1 p.m.

Where: Conference Rooms A-C, MOB 2, 3rd floor, South Sacramento

Date/Time
Date(s) - 09/07/2024
9:00 am - 1:00 pm
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