Page 5 - Unum 2023 Presentation
P. 5

2022 REVIEW




             JULY INTERN WORKSHOP


             Getting to Know the Basics
             The essentials to better understanding your financials
             Covers the importance of goal setting and financial planning.
             Also discusses budgets, managing savings, credit card debt and

             good habits going forward.

             Teams Live Event  80 attendees





             AUGUST ONE-ON-ONE CONSULTATIONS






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             SEPTEMBER FIRST-TIME HOMEBUYER SEMINAR

             Discusses the home-buying process from loan pre-approval

             to closing and the “do’s” and “don'ts's” during the real estate
             transaction process.

             Teams Live Event  26 attendees





             OCTOBER ONE-ON-ONE CONSULTATIONS




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