Page 3 - Unum 2024 FW presentation
P. 3
2023 Review unum
jun jul jul
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Website promotion Website promotion Intern Presentation
Saving for College: Mid-Year Review of Finances: Saving and Budgeting:
Understanding the cost of a The halfway point in the calen- Getting to Know the Basics:
college education and allowing dar year is a great time to sit The essentials to better under-
adequate time to save are key down and track progress as it standing your financials.
to reaching your goals. relates to goals and refine a
Attendees 83
plan for the second half of the
Page views 16
year.
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aug sep sep
14 12 27
Website Redesign One-on-One Consultations Pre and Post Retirement
Considerations
A re-design of the Unum Group Portland 6
Financial Wellness website. Identifying:
Chattanooga 1
Retirement income sources
Page views 97 Columbia 3 Income needed in retirement
Inflation
Worcester 0 Protection
Making retirement income last
Healthcare in retirement
Tax savings strategies
Attendees: 98
