Page 8 - Unum 2023 Presentation

2 0 2 3 CALENDAR

JANUARY 11 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.

FEBRUARY 22 MARKET & ECONOMY

Presented by Russell Price. Price is the chief economist for

Ameriprise Financial. He has been cited by Bloomberg
Financial as a “Bloomberg Best” for being one of the most
accurate economic forecasters in their benchmark consensus

survey.

MARCH 15 FINANCIAL WELLNESS

WEBSITE PROMOTION

A reminder to Unum employees that this website is a
We can help resource for financial wellness or to find an advisor.
employees achieve
important financial
goals, financial
security, and reduce APRIL 19 HOME BUYING SEMINAR 2
financial stress. No
matter where they are This audience will be mostly current or former
in their financial homeowners.
journey, our advisors
can answer questions, • Upsizing a home for a larger family.
help make informed • Downsizing a home for empty nesters, retirees.
decisions and develop • Purchasing a 2nd home.
effective financial habits.
• Purchasing an investment property.

What to know when purchasing a condo,
townhome or PUD