Page 7 - 2020 Unum FW Presentation
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2021 Proposed Program
March 18, 2021
Medicare
This seminar covers Medicare basics, coverage and costs and
Medicare Part D. This seminar will also identify the differences
between Original Medicare and Medicare Advantage. Presented
by First Eagle Funds. Two PDFs with Medicare Resources will
accompany this seminar.
May 18, 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 savings, college savings, budgeting and other financial concerns.
June 24, 2021
Practical Guide to Preparing for the Future Today
This seminar’s goal is to help people prepare for the future by showing them
the benefits of organizing in the present. A PDF workbook is provided to
document your family tree and contact information, passwords, powers of
attorney, insurances and more.
2021 Financial Wellness Program
