Financial IQ: Common Money Mistakes
Wednesday, April 22
Being able to anticipate money mistakes and financial pitfalls is critical to a person’s long-term financial well-being. This non-branded presentation provides an overview of 52 potential money mistakes that can derail a person’s plans. Mistakes and their effects are organized loosely on the 4-part CFPB definition of financial well-being. Advisors can use many of the individual mistakes highlighted to conduct impromptu polls during the seminar to gauge attendee interest in other topics offered (debt, goals, college funding, etc). At end of discussion, audience should feel comfortable that they can avoid these in the future. This topic is part of a comprehensive, multi-part Employee Financial Education seminar program.
Participants will receive a link to the webinar after registering.
Kevin McCarthy, Financial Advisor
MassMutual Greater Richmond
East Shore I 100 Eastshore Drive, Suite 300
Glen Allen, VA 23059
Email: [email protected]
Insurance self quote: https://coverpath.massmutual.com//?fg=Kevin-Mccarthy-665974
Student Loan Refi: https://mycb.co/665974