Page 11 - Unum 2023 Presentation

2 0 2 3 CALENDAR The right financial

advice can help prepare
you for whatever life
brings — both the

SEPTEMBER 27 PRE AND POST expected and
the unexpected.

RETIREMENT CONSIDERATIONS

Employees will learn in pre-retirement:
• How to plan for retirement income.

• Ideas to preserve wealth

• Protection
Employees will learn in post -retirement:

• Healthcare options

• Ensure savings

• Volatility & Inflation
• Taxation

• Maintaining an income stream

• Debt

OCTOBER VIRTUAL BENEFITS FAIR

Employees get a chance to visit each vendor in this virtual
benefits fair. HWA presents a 30-minute presentation and
participates in the Q&A session.

OCTOBER 18 ONE-ON-ONE CONSULTATIONS

These sessions are designed to help review employees financial

situations and help plan for the future. Employees can use this time
to ask questions and discuss topics like retirement savings, college
savings, budgeting and other financial concerns.

NOVEMBER 8 PROMOTE FW WEBSITE

Re-design of the Unum Group Financial Wellness website.