Page 6 - 2020 Unum FW Presentation
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2021 Proposed Program
February 2, 2021
Financial Goals Mini Seminar #1
This seminar will focus on short-term and mid-term financial goals:
1. Establishing a budget and creating emergency funds.
2. Managing debt & credit, including student loan debt. A Financial
Wellness Self-Assessment document accompanies this seminar.
February 17, 2021
One-on-One Consultations
A 20 minute one-on-one meeting with an experienced financial advisor.
Employees can use this time to ask questions and discuss topics like
retirement, college savings, budgeting and other financial concerns.
2021 Financial Wellness Program
