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Employee Education: Designing Your Future

Employee 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.



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.


PWMG 401(k) Advisors Logo

WORCESTER

324 Grove Street Second Floor

Worcester, MA 01605​


CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020

 

PHONE: (855) 508-401k

FAX: (508) 519-8426

 

Securities and advisory services offered through LPL Financial a registered investment advisor, 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. his 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.

 

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CONTACT PWMG 401(k) ADVISORS

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PWMG 401(k) Advisors

​

WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

​

CHICOPEE

450 Memorial Drive, Suite 407

Chicopee, MA 01020

​

Phone: (855) 508-401k
Fax: (508) 519-8426

Web: www.pwmg401k.com

Email: info@pwmg401k.com

Check the background of this firm on FINRA’s BrokerCheck.

 

LPL Financial Form CRS


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA, 

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