Page 3 - 2021-2021 event presentation
P. 3
2021 Review
Financial Goals Mini Workshop #1
How to navigate short-term and
mid-term financial goals.
Teams Live Event 64 attendees
One-on-one consultations
ME SC MA TN
february 2021
16 6 1 9
Medicare
Teams Live Event 81 attendees
march 2021
New for 2022
Enhancements to the Ameriprise
Financial Wellness website:
• More interactive self-assessment
tools with employee facing quizzes.
• Link to microsite Foundational Advice
