YOU ARE INVITED!  FINANCIAL WELLNESS WEBINAR

As a part of our recent Retirement Plan Services transition to Principal and Creative Planning, you now have access to a range of financial education and advice services including Financial Guide, a comprehensive digital advice platform, and a dedicated Financial Wellness Consultant who can help you develop a personalized approach to achieving your financial goals.

Next Thursday, October 24, 2024, at 11:30 CST, the team at Creative Planning will be hosting an Introductory Financial Wellness Webinar to introduce our dedicated Financial Wellness Consultant, Kyle Andrews, and show you all the resources that are now available to you! This webinar will be held on Teams, and you will have to register at the link below to attend. Please register and join the webinar to learn more about these exciting new services and resources!

Join our Introductory Financial Wellness Webinar!

When: Thursday, October 24, 2024, at 11:30 CST

Where: Microsoft Teams Register Here

Please reach out to Reese Hannon or April Wilcox if you have any questions.

© 2023 ClearWater Solutions

Facebook icon
Instagram icon
Twitter icon
Intuit Mailchimp logo