Employee Financial Education: Complete Financial Checklist
Regularly reviewing finances is essential. As a Retirement Plan Sponsor, encourage your employees to use an Annual Financial Checklist. Get their families involved for added benefits. Making small adjustments yearly can boost confidence and financial well-being.
Empower your employees to take small steps that can make a huge impact, reinforcing that proactive annual adjustments promote confidence and well-being for their financial futures.
Click to Download: Employee Newsletter - Complete Financial Checklist
Sheldon Nix | WMCP®, RICP®, C(k)P®, QPFC® | Financial Planner
Email: Sheldon.Nix@AdviserFocus.com
Office: 916-306-7107
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., an 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.
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; you should consult your attorney or tax advisor for guidance on your specific situation.
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