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!