What better way to kick off the new year than with a Financial Wellness Education Session hosted by the IPG Women’s Leadership Network!
In partnership with UBS, WLN NY hosted an in-person and national webcast to speak through one of life’s most difficult topics: Finances. The UBS “Own Your Worth” presentation focused on taking control of your financial wellness by identifying goals and developing a manageable plan to achieve long-term success.
Tips and topics discussed during the session included:
- Reviewing finances with those closest to you
- Drafting a will
- How to maximize your 401K
- Benefits of biannually reviewing your budget
- Incurred debt after passing
- Real Estate investments
- Life insurance
- How to begin the conversation on your investment portfolio
Stay tuned for more information on WLN NY 2020 programming!