With some planning and creativity, the holiday season can be more affordable and meaningful. We've compiled some practical tips to help employees navigate their holiday spending, so they can stay within a budget, reduce stress and fully enjoy this special time of year.
Share this employee education piece, “Festive Finances” with your workforce to help them discover new ways to bring joy and warmth to their holiday season!
Managing Director
Northeast Retirement Plan Advisors
Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd.
Suite 31
Buffalo, NY 14224
L.Kavanaugh@nebstpa.com 716.674.6200x237 www.NEAdvisorsGroup.com
716.674.7000
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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