Building a Solid Financial Foundation Out of Your Benefits presented by Jeanne Fisher, CFP, CFPA, MBA, Managing Director, Strategic Retirement Partners Financial

Success does not happen overnight. But of course, you have to start somewhere. Building a base is more important than tackling the top. Knowing how your benefits can work together to build a solid foundation for you and your family is key. In this presentation we will highlight the basic components of personal finance and how your benefits can help build a solid financial foundation for long-term success.

Learning objectives:

The basic concepts of personal finance including budgeting, building emergency savings, and rules of thumb to live by
Common workplace benefits and how they can work together
Examples of how your benefits can be used to your advantage for financial success

Schedule: Doors open at 7:15 am for registration and networking. Buffet breakfast begins at 7:20 am, and the presentation starts promptly at 8:00 am.

Members: $18 by end of business Tuesday, March 10, $28 afterwards * Future Members: $29 by end of business Tuesday, March 10, $39 afterwards.* (See below)** MT|SHRM Students: $9 by end of business Tuesday, March 10, $15 afterwards.* *On-line registration will close by end of business 2 days prior to the event. Our ability to accommodate walk-in registrations will be based on space availability.

This program has been awarded 1 hour of general recertification credit. "MT|SHRM is recognized by SHRM to offer Professional Development Credits (PDC's) for the SHRM-CP and SHRM SCP. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute's criteria to be pre-approved for recertification credit."

Biography: Jeanne is CFP® and a CPFA with Strategic Retirement Partners. Over the past decade she has built a successful practice serving as an investment advisor and financial consultant for families and businesses. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. As an Ambassador to the CFP® Board, she has served as a resource for numerous national publications including Forbes Magazine, Time Magazine, USA Today, CNBC News, and US News. She has been interviewed on NPR’s “Here and Now”, “Women Rocking Wall Street”, “Doughroller”, and New York-based WebTV, AssetTV. She is a regular contributor of content to 401(k) Specialist Magazine and HR Professional’s Magazine. Jeanne is recognized by industry leaders and colleagues for the original content published on social media. Topics range from personal finance tips to employer-sponsored plans and practice management advice for finance professionals. Using the hashtags #401klady and #cfppro, you can find her on LinkedIn, Facebook, Twitter and her YouTube page “Financial Jeanne”. Her utilization of social media promotes education for clients and helps attract and retain prospects. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age.

** Up to $45 of any Guest registration may be applied towards a new 1-year MT|SHRM Membership within 60 days of the event attended. Please call Shannan at (615) 499-5150 to take advantage. Tickets $28.00 MT|SHRM Member Ticket $18.00 Earlybird rate before March 10 $39.00 Future Member/ Guest Ticket $29.00 Earlybird rate before March 10 $14.00 Student Member Ticket $9.00 Earlybird rate before March 10

Your Email:
Your Question:	Send Question

MT|SHRM Rutherford County Breakfast Meeting .wc-legacyPageTitle, .GeneralHeader, .HeaderStyle1, #wc-eventDetailsPageTitle, #wc-eventRegistrationPageTitle { display: none!important; }

Sponsors

Related Links

Attendees

Questions

STAKEHOLDER INVESTORS

MT|SHRM Rutherford County Breakfast Meeting