Big-D Companies Events:
Your financial wellbeing and retirement success are important to us! We are excited to bring employees educational lunch and learns throughout the year to build financial confidence and work towards your retirement readiness.
Click on the ‘Register Now’ to view the lunch and learn class description and details.
We ask employees attending do some pre-work to make good use of class time. Take the Personal Financial Assessment. Access the Financial Assessment link HERE to assess your situation. Employees who go through the personal assessment will have a better grasp of their personal situation and come to the class with a greater desire to learn.
This assessment is 100% confidential” to the bottom middle. Again, for your success during the class, please complete the Assessment before the classes on January 14th, if possible.
Debt Management Lunch & Learn
DATE: 01/14/2026
TIME: 12:00 - 1:00 PM MST
Location: Salt Lake Office 1st Floor Training Room
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.
Activity Sheets
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 a 60-minute comprehensive evaluation of your financial/retirement plan.
Schedule a Debt Management conversation.
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.
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.
Retirement 101
Behavior: Initiator of Our Choices When it Comes to Money & Retirement
Debt Dynamics: Navigating the Road to Financial Stability
Upgrade Your Path - Elevating Your Professional Trajectory & Financial Success
Navigating Your Finances Through Phases of Life
Video Podcasts
Expert Insights for a Secure Retirement
Our video podcast series brings you in-depth discussions on the financial topics that matter most to those nearing or in retirement. Hosted by industry professionals, these episodes cover essential strategies for maximizing retirement income, smart investing, tax planning, and navigating life’s transitions with confidence. Subscribe to stay informed and gain expert guidance tailored to your financial future.
