Financial wellness events
APPLIED® FINANCIAL EDUCATION EVENTS
2024 financial wellness opportunities
EDUCATIONAL WEBINARS
The Journey of Caregiving
Tuesday, January 9 at 9 a.m. (PT) and 12 p.m. (PT)
Financial Wellness for Changing Times
Thursday, January 18 at 9 a.m. (PT) and 12 p.m. (PT)
Planning for the Retirement You Want
Wednesday, January 24 at 9 a.m. (PT) and 12 p.m. (PT)
Better Together: The Retirement and Savings Plan and HSA
Tuesday, January 30 at 9 a.m. (PT) and 12 p.m. (PT)
personal consultation with a merrill advisor
Your dedicated Applied® Financial Wellness Specialist at Merrill is based in Rochester, NY. He is responsible for financial guidance services and education designed to promote and increase financial wellness for today’s workforce. Drawing on his passion and expertise, he assists employees with a wide array of financial needs, across all life stages and affluence levels.