Caitlin Carter, Director Client Services | Ida Khajadourian CIM®, CAIA®, FMA - Richardson Wealth
About this talk
Do you know what employees reported as their biggest concern, according to a recent study by MetLife? Finances. The study found that concern around financial well-being was higher than concern in any other area of well-being (be it physical, mental, or social, all of which were reported at 44%). Everyone wants to feel confident that they can meet their basic needs not just today, but tomorrow as well. That’s why a key aspect of financial well-being is planning for the future. At Wisetail, this got us thinking about how we could help. Investments are a great way to plan for the future, so we reached out to Ida Khajadourian, a Wealth Professional’s Top 50 Advisor (2021) and an expert in investing. Please join us as we speak to Ida about:
- savings and investing strategies
- how to set achievable goals and objectives
- how to navigate risk
If you're interested in even more material on financial well-being, we've created an entire series focusing on Budgeting, Credit, and Savings and Debt Reduction. Contact firstname.lastname@example.org to learn more!
Our Learning Management System (LMS) and Learning Experience Platform (LXP) supports and strengthens every learner to ensure your brand promise is delivered to your people, and to the world. We view learning as the path to a stronger culture, a greater brand, and vital to building communities of employees, customers, and partners.…