Wednesday, August 19, 2020 | 11:30 AM1:30 PM

ABC VA Lunch & Learn: Financial Goal Setting


Achieving financial well-being begins with establishing financial goals. This non-branded presentation helps people, especially those who are unsure of what their goals should be, set financial goals for Income, Savings, Retirement and Debt. Using a simple formulation (5-10-15-20), presentation provides specific, achievable and challenging financial goals that employees can make their own. Tips on reaching the goals are also included. At end of discussion, audience should have enough knowledge and confidence to establish two short-term (Income & Savings) and two long-term (Retirement & Debt) financial goals. This topic is part of a comprehensive, multi-part Employee Financial Education seminar program.

Instructor: Kevin McCarthy, Financial Advisor, MassMutual

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