
Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime.
What the webinar covers
Short-term goals: Tips on essentials like building an emergency fund and managing debt.
Mid-term goals: Strategies for saving for big purchases or career growth.
Long-term goals: Insights for retirement planning.
Benefits of a Financial Education
For employees: Better planning leads to less stress, more focus, and increased financial confidence.
For employers: Financially educated teams are happier, more engaged, and prepared for the future.
Looking for More Employee Education?
Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.
About Your Upstate New York Retirement Advisors
At Northeast Retirement Plan Advisors, we help employers establish effective retirement plans. We are committed to providing top-tier solutions that help:
Manage your fiduciary responsibilities.
Boost participant outcomes and retirement readiness.
Drive retirement plan success.
With an objective mix of investment options, education and personalized guidance to help you and your employees pursue their retirement goals.
Northeast Retirement Plan Advisors
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd.
Suite 31
Buffalo, NY 14224
716.674.6200x237
716.674.7000
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.