Financial Wellness is more than just money and investments. It is how, when, and where to invest, but also how to look after your investments in different situations.
Do you ever feel like “but I have no money to invest”? The idea of trying to invest when you are financially strapped can be daunting. We believe that small changes can make big impacts – in this session, we share saving and investing habits to help you improve your financial wellness.
If you are already a healthy investor, do you know how you can protect your investments? What would happen to your investments if you were to be diagnosed with a life changing illness? Or if your employment situation changed dramatically? Would you need to depend on your savings to help you financially? Join us in this session and learn about how you can protect your financial wellness and be prepared.
Financial Wellness 101 gives you strategies to put in place to help you grow your investments and explore and improve your own financial wellness.
We are offering our Financial Wellness session as a virtual presentation to our group investment clients. Connect with us for more information!