Webinar

Financial Fitness: Are You Financially Fit?

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Kelly Tyriver

Host

Kelly Tyriver

Senior Retirement Plan Manager II
M3 Financial Service Lead

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Presenter

Janet Koh

Director – Advisor Advancement Institute
New York Life Investments

Meet Janet Koh

Date & Time:


1:00 pm – 2:00 pm

Overview:

Strengthen your financial position by understanding how to leverage your workplace benefits. M3 Financial’s webinar series provides you with guidance from a variety of experts within the industry.

This is a beginner’s crash course in all things financial health.

Session Topics Include:

  • The importance of goal setting and having destinations for your financial life.
  • How much you should be saving every month and how to save.
  • What a healthy credit score is and how you can keep it healthy.
  • Your fixed costs every month and what they should be based on how much you make.
  • Your investment accounts beyond retirement and then how you can pull this all together with a financially healthy mindset.

Presenter:

Janet Koh, Director – Advisor Advancement Institute, New York Life Investments

Register:

CLICK HERE TO REGISTER

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