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.
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.
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.
CURTIS S. FARRELL, CFP®, AIF®
949.455.0300 x222
cfarrell@fmncc.com
ARAN SAHAGUN, CRPS®
949.455.0300 x210
asahagun@fmncc.com
Investment advisory services are offered by Financial Management Network, Inc. (“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
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.
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