Financial Health Session / November 14
Breaking News
W@W is excited to announce a new Financial Health Session designed to support your personal financial well-being and help you build a stronger financial future. Check out this video to learn more 👇
SESSION DETAILS
Date: November 14, 2025
Time: 11:30 am -12:30 pm
Location: Zoom registration – Watch your email on 10/16/25
This session will cover essential topics to help you make informed financial decisions and achieve your financial goals.
topics
building financial foundations
— Importance of being financially healthy
— Who should consider a financial advisor and why
— Building emergency savings and financial safety nets
planning for the future
— Retirement planning basics and maximizing employer benefits
— Common challenges with 401K Savings
— Understanding a tax-advantaged 401K account
smart tax management
— Upcoming tax changes
— Factors to avoid when it comes to individual tax
presenters
— Jonathon Shultheiss / Strategic Retirement Partners
— Jennifer Whisenant / Financial Consultant
— Geri Lail / Tax Partner (CPA)
why attend
Financial stress can impact both personal well-being and workplace productivity. This training is Samet’s investment in you—providing practical tools and knowledge to help you feel more confident and secure in your financial decisions.
Whether you’re just starting your financial journey or looking to optimize your existing strategy, this program offers valuable insights for everyone.