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Part 3 – Prudential Pathways: A Financial Wellness 3-part Series
September 22, 2021 @ 5:30 pm - 6:30 pm
Part 3 – Creating a Solid Plan for the Future
Learn techniques to protect your assets from risk and gain an understanding of common wealth transfer strategies and estate planning pitfalls.
We hear every day that many Americans are not financially prepared for their future. People find the financial planning process overwhelming and they don’t know where to begin.
We are pleased to offer you a financial wellness educational series through Prudential PathwaysSM. Prudential PathwaysSM offers practical, down-to earth information that may help you and your family today, tomorrow and beyond. It is designed to give you an understanding of the fundamentals of financial wellness through educational seminars.
The series available is Prudential Pathways: A Financial Wellness 3-part Series.
The seminar will cover important topics, like these:
- Setting your financial goals
- Protecting your assets through risk management
- Investment principles
- Healthcare planning strategies
- Retirement and asset distribution planning strategies
- Tax strategies
- Estate planning strategies
September 8, September 15, September 22
5:30 p.m. – 6:30 p.m. Pacific Time
If you have a question or concern, please contact us at [email protected] or 844-592-8993.