Employee Education: Designing Your Future

Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime.

Click Here to Watch the Video

What the webinar covers

• Short-term goals: Tips on essentials like building an emergency fund and managing debt.
• Mid-term goals: Strategies for saving for big purchases or career growth.
• Long-term goals: Insights for retirement planning.

Click Here to Download the Worksheet

Benefits of a Financial Education

• For employees: Better planning leads to less stress, more focus, and increased financial confidence.
• For employers: Financially educated teams are happier, more engaged, and prepared for the future.

Looking for More Employee Education?

Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.

If you’d like to speak to us about your 401k, please click on the link below to schedule time with Larry Heller, CFP® or Greg Moss, CFP®

Click here to schedule a call with us

Heller Wealth Management
Phone: 631.248.3600
Website: www.hellerwealthmanagement.com  

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. ©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.