Optisys Events:

Kickstart Your Financial Wellness in January!
Lunch and Learn

January is Financial Wellness Awareness Month, and future, particularly after the holiday season, which often comes with increased spending. Join us for a Lunch and Learn focused on Financial Planning.

Through the Phases of Life. Whether you're just starting out, planning for a family, preparing for retirement, or navigating life changes, there are important steps to take or your future
retirement. This session will provide valuable insights and
practical strategies to help you at every stage of your journey.

Don't miss out—empower yourself with the tools you need to achieve financial success.

Schedule a One on-One Retirement Strategy Meeting to Evaluate Your Retirement Plan:

Employees will be given the opportunity to schedule a one-on-one meeting with an Elevated Retirement Advisor. Personal consultations will allow employees to ask questions that may have about their retirement outlook and spend some time understanding how their unique situation looks from a planning
perspective.

A one-on-one retirement strategy meeting will allow you to better understand comprehensive retirement planning and aware of your personal retirement readiness.

Schedule HERE: https://calendly.com/erg-slc/60min

DATE: January 16, 2025
TIME: 12:00-1:00
Location: Wasatch Conference Room

Target Audience: Employees who have a strong interest in learning about their financial well-being and want to develop a plan to get on track with their today and work toward a successful retirement. Can be at any age or stage of your career

Personal Financial Assessment

Gauge your retirement readiness.

The Personal Financial Assessment allows employees to gauge their retirement readiness. The assessment will address areas of income planning, tax strategies, investments, healthcare, and more. Once the assessment is completed, you’ll receive a snapshot of your plan that shows what is in good order or what needs to be addressed. Employees can take the opportunity to schedule a 15-minute discovery call with a fiduciary advisor to review the report and discuss action steps.

Click here to access the Financial Assessment

Activity Sheets

Social Security Handout

Career Transition Checklist

Personal One-On-One Strategy Session

Schedule a consultation.

Employees can take advantage of a complimentary one-on-one consultation to address any questions or concerns relating to their financial or retirement needs: BUDGETING, DEBT MANAGEMENT, INCOME PLANNING, TAXES, INVESTMENTS, ESTATE PLANNING.

Have a financial or retirement related question? Schedule a 15-minute call to get your questions answered!

Schedule Now

Schedule a 60-minute comprehensive evaluation of your financial/retirement plan.

Schedule Now

Schedule a Debt Management conversation.

Schedule Now

DIY Planning Section

Create your own plan.

Employees can begin the process of creating their own plan. By first creating a profile and inputting their base financial information. Once all of their information is placed in this Do-it-yourself software, they will have a clear picture of where they stand financially. If questions come up, a Fiduciary Advisor is standing by to help and answer any questions.

Get Started with Your Own Plan

Financial Wellness Webinars

Our Goal Is To Educate And Empower You To Make Better Decisions With Your Hard-Earned Dollars.

Your well-being is our priority! The Elevated Financial Wellness program facilitates a personalized journey for employees — to learn at their own pace and build confidence to navigate their path to financial security. Participating in the educational webinars and activities will enable employees to convert action into financial well-being. Moreover, employees can reach their most important life goals focusing not only on education but with help in areas of advising and implementation.