
27
April
401k Education Strategies
Description
This is a conversation about creating robust education experiences for your team, starting from your company's 401k plan! We will discuss creating an education strategy that includes group meetings and one-on-one conversations, from specific 401k education through comprehensive planning for your entire team.
From your front-line position with your company's 401k plan, you have the ability to bring value and purpose to your team in the form of financial coaching that makes a real difference. Let the WestPac team come alongside you as you plan your team's financial wellness education for 2021!
Our presenter will be Angela Mansfield, a 401k specialist with 15 years of experience.
From your front-line position with your company's 401k plan, you have the ability to bring value and purpose to your team in the form of financial coaching that makes a real difference. Let the WestPac team come alongside you as you plan your team's financial wellness education for 2021!
Our presenter will be Angela Mansfield, a 401k specialist with 15 years of experience.
Date and Time
Tue, Apr 27, 2021
12:00p - 12:45p PST