What Is Financial Wellness?

It’s the peace of mind you feel when you’ve balanced saving and spending … living well today and planning for tomorrow. 

We are excited to partner with Prudential Financial to offer our employees financial wellness tools at no cost! Prudential Financial offers practical, down-to-earth information that will help you and your family today, tomorrow, and beyond. It is designed to give you an understanding of the fundamentals of financial wellness, tips on developing a retirement savings plan, techniques to protect your assets, and strategies to transfer your accumulated wealth to your heirs.

CLICK HERE to access the full suite of financial wellness tools. 

 

Financial Wellness Educational Series

We are pleased to offer you an educational series from a trusted industry leader that will provide you with the information you need to find your own path to financial wellness. 

The seminar series will cover important topics like these:

  • Setting your financial goals
  • Protecting your assets through risk management
  • Investment principles
  • Healthcare planning
  • Retirement and asset distribution strategies
  • Tax strategies
  • Estate planning strategies
  • How your employee benefits fit into your overall financial wellness

Please note: All classes are being held at Miron Construction. 

1471 McMahon Drive
Neenah, WI 54956

CLICK HERE to register. 

GREAT STRIDES: Understanding the Fundamentals of Financial Wellness - An introduction to financial wellness, including the benefits of living within a budget and the variety of savings and investing vehicles available. October 1, 2019  5:30-6:30 PM

FOR THE LONG HAUL: Building Your Road to Retirement - Proven approaches for developing a retirement plan and creating a retirement income strategy. October 8, 2019 • 5:30-6:30 PM   

AVOID THE ROADBLOCKS: Protecting You and Your Loved Ones - Techniques to effectively protect assets against predictable and unforeseen 
circumstances. October 15, 2019 • 5:30-6:30 PM

CRUISING ALONG: Getting the Most out of Your Benefits - Learn how insurance and employee benefits can work together to help maintain financial wellness. October 22, 2019 • 5:30-6:30 PM 

THE JOURNEY CONTINUES: Creating a Solid Plan for the Future - Raise your awareness of the importance of estate planning strategies. Learn about the importance of regular beneficiary reviews and asset consolidation. Gain an understanding of common wealth transfer strategies and estate planning pitfalls. October 29, 2019 • 5:30-6:30 PM 

Seating is limited. First come, first served! Please feel free to bring a spouse or a significant other. Make sure you add it into your calendar!