Page 4 - Unum 2023 Presentation
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2022 REVIEW
MAY ONE-ON-ONE CONSULTATIONS
ME SC MA TN
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JUNE EDUCATION PLANNING
Focuses on the importance of education planning, financial aid
and how to plan for college costs. 529 accounts offer many
features and benefits to participants, including tax
advantages, flexibility & control and gifting & estate benefits.
Teams Live Event 5 attendees
Effectively managing
your debt and finances
is the foundation of JUNE WELLNESS FAIR
financial wellness.
Portland Campus—Live fair focusing on all aspects
of wellness: mental, financial and physical.
Live Event 150 attendees
Virtual Event 14 attendees
