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