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HRMAG February 7, 2019 Membership Meeting
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"Financial Wellness and Your Workforce" Presented By: Paula McMillian, CFP, CPA/PFS, CGMA Senior Financial Advisor Stearnes Financial Pending HRCI Business Credit and SHRM Certification Credit

 Export to Your Calendar 2/7/2019
When: February 7, 2019
11:30 am to 1:30 pm
Where: Map this event »
Greensboro Coliseum Terrace Banquet Room
1921 W. Gate City Blvd
Greensboro, USA  27403
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Online registration is available until: 2/3/2019
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"Financial Wellness and Your Workforce"

 

Presented By: Paula McMillian, CFP, CPA/PFS, CGMA

Senior Financial Advisor

Stearnes Financial

 

With employees struggling to pay off college loans, taking care of dependents, saving for retirement and more, they often lack the peace of mind that comes with balancing saving and spending.  Living well today and planning for tomorrow can seem at odds –  and difficult to achieve. Employees want practical guidance focused on the single next thing to do — one step at a time. During this hour, Paula McMillan CFP®, CPA/PFS, CGMA, Senior Advisor with Stearns Financial Group, will walk through what employees should be thinking about at different points in their career as they work toward financial independence via a workshop that can be delivered at your organization. To help in delivering a customized, relevant experience to your team members, a diagnostic checklist will also be provided to discern where individual deficiencies exist for more tailored counseling.  

 

CFP® = CERTIFIED FINANCIAL PLANNER; CPA = Certified Public Accountant; PFS = Personal Financial Specialist; CGMA = Chartered Global Management Accountant;  SFG-19-01

 

 

Pending HRCI Business Credit and SHRM Certification Credit


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