(May 9, 2022) Today kicks off Financial Wellness Month at Freeport – a good time to discover resources and learn more about how to take charge of your finances.
Financial well-being is an important aspect of maintaining overall wellness. Created with that in mind, Financial Wellness Month will focus on a different theme each week and connect you with on-demand webcasts, private financial counseling sessions, live webinars, interactive tools and more.
This week’s theme is planning and preparing for retirement. Sign up for a free confidential, one-on-one consultation – in English or Spanish – with Charles Schwab, the company’s retirement plan service provider. A Schwab Retirement Plan Services Education Specialist will talk with you about your finances – be sure to schedule a time when you can take the call from a quiet and private space.
You also can watch these on-demand workshops by Schwab:
- Countdown to Retirement: What Should I Do With 10 Years or Less to Go? – Explains how to pay yourself during retirement, including steps to balance your goals with potential income and expenses, effectively manage cash and investments, and use practical drawdown strategies.
- It's Your Money: Spend Smarter – ideas to help you track your expenses, create a spending plan and watch out for debt to stick with your plan.
- It's My Retirement: How Do I Get the Most Out of My Plan Features – Highlights important information to help you understand how your retirement plan works. Learn about your contribution and investment options, main plan features, and other key details.
Other weekly themes will include getting the most from your medical and prescription drug benefits, including Medicare (May 16), discovering benefits that are available but generally under used by employees (May 23), and managing your personal finances (May 30).
For an overview of Financial Wellness Month activities, go to Employee Self Service on FM Web. Be sure to check back often and mark your calendar with the events and activities of interest to you!