Designing Your Future | Employee Education Presentation & Worksheet
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.
Click to Download: Employee Education 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.
Sheldon Nix, WMCP®, RICP®, C(k)P®, QPFC® and Christopher Bozzuto, CFP®
E: Sheldon.Nix@AdviserFocus.com
C: 916-475-4633
O: 916-306-7107
Exceed Wealth and Retirement Group
100 Howe AVE Suite 120-S
Sacramento, CA 95825
Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Home Office: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. Products not available in all states. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Exceed Wealth and Retirement Group is not an affiliate of Mutual of Omaha Investor Services, Inc.
Exceed Wealth and Retirement Group, Inc. is not a division of Mutual of Omaha Insurance Company. Securities offered through Mutual of Omaha Investor Services, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Exceed Wealth and Retirement Group, Inc. and Mutual of Omaha Investor Services are not affiliated. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Trading instructions sent via e-mail will not be honored.
You may contact the home office for Mutual of Omaha at (800) 350-4656 or Mutual of Omaha Investor Services, Inc. at (800) 228-2499 for all buy or sell orders. Please note that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation.
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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