Engaged Pod with 401JA(k)E

Are your employees worried about money?

24 min · 19 de sep de 2022
Portada del episodio Are your employees worried about money?

Descripción

Many of your employees may be distracted from their work due to financial concerns. Over the past 3 years we have seen some dramatic changes to our economy. We noticed these concerns come up in many of our 401(k) education and enrollment meetings. We felt it was necessary to build a team of experts to serve these individuals. The SRP WELLth team is comprised of many experienced individuals, many with the Certified Financial Planner or CFP designation. Today we spent some time with Garrett Leet [ https://www.linkedin.com/in/garrettleet] and Mario Echevarria, CFP® [https://www.linkedin.com/in/mario-echevarria-cfp%C2%AE-92784352]. They walk through how they have helped employees just like yours.   You can schedule time with them here [https://www.srpwellth.com/].

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11 episodios

Portada del episodio Are your employees worried about money?

Are your employees worried about money?

Many of your employees may be distracted from their work due to financial concerns. Over the past 3 years we have seen some dramatic changes to our economy. We noticed these concerns come up in many of our 401(k) education and enrollment meetings. We felt it was necessary to build a team of experts to serve these individuals. The SRP WELLth team is comprised of many experienced individuals, many with the Certified Financial Planner or CFP designation. Today we spent some time with Garrett Leet [ https://www.linkedin.com/in/garrettleet] and Mario Echevarria, CFP® [https://www.linkedin.com/in/mario-echevarria-cfp%C2%AE-92784352]. They walk through how they have helped employees just like yours.   You can schedule time with them here [https://www.srpwellth.com/].

19 de sep de 202224 min