Financial Fitness: Are You Financially Fit?
Director – Advisor Advancement Institute
New York Life Investments
Meet Janet Koh
Date & Time:
1:00 pm – 2:00 pm
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.
Janet Koh, Director – Advisor Advancement Institute, New York Life Investments