Financial Health

 

coins and piggy bank

Financial IQ: Financial Wellness - Synergy Wealth Solutions Presentation

**** Panda Express Dinner, Water Provided ****

When - Wednesday, April 9, 2025

Time - 5:15 - 6:15pm

Where - Magers 100

Summary - Financial wellness means different things to different people. But regardless of who you are, there are a few topics everyone needs to consider. This session will help you:

  • Set savings goals and define an asset allocation strategy
  • Plan for retirement and protect what’s most important
  • Think about how best to transfer assets after you are gone

 

Registration

Registration fee:  Free!  There will be no charge for this session. 

RSVP through BearLink

Instructors

Myla Picker - 

Thelma Ruff - Investment Advisor Represetative, Series 6, 63, and 65 Registrations, 25 years in the   Financial Services Industry, MSU Alumni - Thelma Ruff Profile