Prudential Financial Wellness Series

TAKE CHARGE OF YOUR FINANCIAL WELLNESS

Prudential Pathways offers practical, down-to-earth information that will help you and your family today, tomorrow, and beyond. It is designed to give you an understanding of the fundamentals of financial wellness, tips on developing a retirement savings plan, techniques to protect your assets, and strategies to transfer your accumulated wealth to your heirs.

The seminar series will cover important topics like these:

  • Setting your financial goals
  • Protecting your assets through risk management
  • Investment principles
  • Healthcare planning
  • Reitrement and asset distribution strategies
  • Tax strategies
  • How your employee benefits fit into your overall financial wellness

DON'T MISS OUT! TO GET THE MOST OUT OF THIS BENEFIT, PLAN TO ATTEND ALL THREE SEMINARS:

  1. Greater Strides: Understanding Fundamentals of Financial Wellness
    July 13, 2021 - 10:00 AM - 11:30 AM (via webex)
    An introduction to financial wellness, including the benefits of living within a budget, the variety of savings and investing vehicles available, and some best practices to maximize savings.
     
  2. For the Long Haul: Building Your Road to Retirement
    July 20, 2021 - 10:00 AM - 11:30 AM (via webex)
    Proven approaches for developing a retirement plan, creating a retirement income strategy, and avoiding roadblocks to financial security in retirement.
     
  3. Creating a Solid Plan for the Future
    July 27, 2021 - 10:00 AM - 11:30 AM (via webex)
    Learn techniques to protect your assets from risk and gain an understanding of common wealth transfer strategies and estate planning pitfalls.

 

Registration Link & Information Here

 

Earn 150 points toward the 2022-23 Healthy Actions Medical Plan by completing two of three sessions in this webinar series.

Harris County Employee Wellness
1310 Prairie, Suite 970
(713) 274-5500, Option 9 | wellness@bmd.hctx.net