Page 8 - 2021-2021 event presentation
P. 8
2022 Proposed
Education Planning and Funding
presented by Columbia Threadneedle
• Importance of education planning
• Financial Aid
• How to plan for college costs
• Features and benefits of a 529 account
Proposed date: June 1, 2022
june 2022
One-on-one consultations
Proposed date: August 10, 2022
august 2022
Getting the Most from your
Workplace Benefits
presented by John Hughes, CFP , ChFC , RICP
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This workshop is designed to highlight all Unum employee
benefits 401k, Roth 401k, Health insurance with HSA, disability
insurance, student debt support, emergency savings program,
and retirement funding. This seminar can help employees
discover how to maximize their workplace benefits in their
overall retirement plan.
september 2022
Proposed date: September 20, 2022
