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EMPLOYEE INFORMATION

 

 


 

2022 Webinar Schedule


KNOW MORE. SAVE MORE.

The Plan Resource Group is the advisory team on your company’s 401(k). This advisory team provides a variety of services from live monthly webinars to one on one financial planning as part of your company benefits! Attend one of their live monthly webinars or reach out to them directly to start a financial plan. Register below:


Capital Markets & Legislation Update

Join Wes Previant, Senior Vice President – Financial Advisor, CERTIFIED FINANCIAL PLANNER® for a lively discussion regarding capital markets and current legislation that could potentially impact your retirement planning.

When: Tuesday, May 24th at 1pm PST

Where:  Click here to register

Save the date for our upcoming webinars!


  • WORKSHOP TOPICS

    DATE


    Lowering your Taxable Income & Tax Deferred Growth

    June 28, 2022 @ 1pm

    Importance of Financial Planning                                             

    July 26, 2022 @ 1pm

    Capital Markets Update & Investing 101                              

    August 23,2022 @ 1pm

    Preparing for Retirement & Long Term Care                       

    August 30, 2022 @ 1pm

    Strategies & Options for College Savings                             

    September 20, 2022 @ 1pm

    Preparing for Retirement & Medicare                                  

    September 27, 2022 @ 1pm

    Long Term Care: Insurance vs. Self-Funding                        

    October 25, 2022 @ 1pm

    Capital Markets Update & Updating your Investments  

    November 15, 2022 @ 1pm

    The Ultimate Retirement Checklist                                         

    December 8, 2022 @ 1pm

    Financial Planning for 2023   

    December 13, 2022 @ 1pm



Contact your Advisory Team

Our advisory team is available via phone, email or video conference to provide guidance. As a CERTIFIED FINANIAL PLANNER® we are professionally trained to help you develop a retirement strategy that is in your best interest.