Maximize Your Benefits: A Financial Advisor’s Guide to Your Employee Benefits Package

Are you fully aware of the benefits your employer offers? Do you know how to maximize these benefits to improve your financial well-being? Join us for an informative webinar where a seasoned financial advisor will break down common employee benefit options and show you how to make the most of them.

In this session, you will learn about:

Health Benefits: Understanding your insurance options and how to choose the best option for your needs, the difference between HSAs and FSAs and how to use them properly, and other options you may be offered.

Retirement Plans: Navigating 401(k), 403(b), and other retirement savings plans, including contribution limits, employer matching, and investment options.

Life and Disability Insurance: The importance of coverage and how to determine the right amount for your situation.

Employee Stock Options and Equity Compensation: Understanding stock options, RSUs, and ESPPs, and how they fit into your financial plan.

Paid Time Off (PTO) and Leave Policies: Maximizing your time off benefits and understanding your rights.

Educational Assistance Programs: Taking advantage of tuition reimbursement and professional development opportunities.

Wellness Programs: Utilizing employer-provided wellness programs for better health and financial incentives.

Legal and Financial Counseling Services: Accessing additional support for legal and financial issues through your benefits package.

Non-Traditional Benefits: Added perks your employer may offer, like gym memberships, corporate discounts, and more.

This webinar is designed to provide you with a comprehensive understanding of the benefits available to you as an employee and how to use them effectively to enhance your financial security and overall well-being. Whether you are new to the workforce or looking to optimize your current benefits, this session will equip you with the knowledge you need to make informed decisions.

From Stress to Success: How Financial Wellness Programs Benefit Your Business

Download our free ebook to learn more about the impact of financial wellness programs!