Well-being Ep. 8 - Financial Well-being : Investment Essentials

Presented by

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 wisetailhousemedia@wisetail.com to learn more!

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