Each member of our team offers unique expertise in his or her area of specialty developed through years of practical experience and formal education. Collectively, our financial wellness team of professionals has 80 years of experience within the financial planning, retirement and insurance industry along with a variety of advanced degrees and designations including MBA, RICP®, GBDS, CLU®, ChFC®, C(k)P®, *FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Adviser Law Examination), Property & Casualty, NYS Life, Accident & Health licenses.
Are your employees
Are financial concerns
and increasing their
How prepared are they
to handle budgeting,
investing and planning
unforeseen life events?
Like health and wellness, financial wellness is an integral component of overall health. Financial wellness programs can reduce absenteeism, as well as disability and workers’ compensation costs. Moreover, effective financial wellness programs reduce borrowing from retirement savings and help participants achieve stability.
Let the professionals at Walsh Duffield deliver a holistic, comprehensive and broad-based financial wellness education series that is focused on changing your employees’ financial habits and behaviors, and helping them to make informed financial decisions.
Topics may include, but are not limited to:
- Financial Planning Basics
- Retirement Basics • Women & Money
- Introduction to Annuities
- Estate Planning
- Auto & Homeowners Insurance
- Investment Basics
- Social Security
- Roth IRA Conversion
- College Planning
- Long Term Care & Special Needs Planning
- Retirement Income Planning
Please contact us for more information and pricing.
*Lisa Petronio and Christopher Kempton offer Securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Walsh Duffield Companies is not affiliated with Kestra IS or Kestra AS.