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Seminar/Webinar Series: PlanWell - Financial Wellness Information-CANCELLED

Event Sponsors

The PlanWell Series from Baystate Financial is here to help bolster your HR department and educate your employees ? with turnkey onsite and virtual engagements delivered by specifically trained individuals at no cost to you or your team. Together with your existing benefit offerings, these sessions allow your employees to get objective information on all factors that contribute to pursuing one?s financial goals. Additional engagements tackle subjects ranging from college financing to retirement planning.

How the PlanWell Series works for you and your employees:

- A four-part core engagement series helps employees understand how to SAVE, INVEST, GROW, and PROTECT their wealth on the path to retirement.

- Interested employees have the opportunity to meet with our financial professionals for holistic advice and management of strategies pursuing
each client?s financial goals.

- Engagements and consultations help to relieve employee?s stress from financial worries.