Page 8 - 2020 Unum FW Presentation
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2021 Proposed Program
August 11, 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.
September 21, 2021
Financial Goals Mini Seminar # 2
This seminar will focus on long-term financial goals: Investment Strategies
and Saving for Retirement, including time horizons, asset allocation and tax
implications. Include a Retirement needs worksheet.
November 9, 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.
2021 Financial Wellness Program
