Meeting/Event Information

Building a Solid Financial Foundation Amidst COVID-19

Jeanne J. Fisher, Managing Director, Strategic Retirement Partners

The global pandemic has led to a flurry of new legislation, and individuals are struggling financially in these uncertain times and are asking their HR teams for support. What programs are available and how can employees use their benefits to weather these unstable times?  Learning objectives: New legislation explained and how it applies to individuals Basic budgeting tips and guidelines to help prepare for financial uncertainties How to maximize common employee benefits and examples of how they can help now and, in the future Equip HR to communicate and explain the above items in a meaningful way to employees

Cost:
This is a complimentary webinar but registration is required and space is limited.

Biography: Jeanne is CFP® and a CPFA with Strategic Retirement Partners. Over the past decade she has built a successful practice serving as an investment advisor and financial consultant for families and businesses. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. As an Ambassador to the CFP® Board, she has served as a resource for numerous national publications including Forbes Magazine, Time Magazine, USA Today, CNBC News, and US News. She has been interviewed on NPR’s “Here and Now”, “Women Rocking Wall Street”, “Doughroller”, and New York-based WebTV, AssetTV. She is a regular contributor of content to 401(k) Specialist Magazine and HR Professional’s Magazine. Jeanne is recognized by industry leaders and colleagues for the original content published on social media. Topics range from personal finance tips to employer-sponsored plans and practice management advice for finance professionals. Using the hashtags #401klady and #cfppro, you can find her on LinkedIn, Facebook, Twitter and her YouTube page “Financial Jeanne”.