Page 4 - 2020 Unum FW Presentation
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2020 Program Review
August 19, 2020
One-on-One Consultations
CAMPUS
A 20 minute one-on-one meeting with an experienced Portland: 7
financial advisor. Employees can use this time to ask Columbia: 1
questions and discuss topics like retirement savings, Chattanooga: 7
college savings, budgeting and other financial concerns. Worcester: 3
September 9, 2020
Estate Planning
Well attended
Attendees learned what constitutes your “estate.” What consti-
tutes “estate planning.” Wills. Non-probate assets. Personal
representatives, powers of attorneys and health care directives.
September 22, 2020
Quick Connect: Post CARES Act
Withdrawals Low Attendance
This seminar reviewed CARES Act provisions for Corona-
related distributions and the effect withdrawals would make
on personal taxes as well as 401k retirement plans.
Discussed alternatives to taking withdrawals and how
to repay.
2021 Financial Wellness Program
