Lunch and Learn and Financial Wellness Chats

We know many people have financial questions. This is your opportunity to schedule a 25 minute "Financial Wellness Chat" at your office. Below is a list of topics to get your started, but bring any financial questions you may have!

Topics can include, but are not limited to:

• How does my 401K plan work?
• When should I retire?
• How do I ensure I have the best of the Catch Intelligence benefits for my situation?
• Do I need a will or power of attorney?
• How should I save for retirement or college education expenses?
• How much life insurance does my family need?
• Should I buy or refinance a home?
• How should I pay off my student loans?
• How do I know if I am saving enough for retirement

We look forward to helping!

*As a note, please sign up for the next time slot available to avoid empty times. If you have questions before your time starts (should you bring documents or anything else) you can contact Tricia Green at tricia@vintagefinancialgroup.com or 402-932-7233.