New for 2018
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Coming Up on ForYourBenefit
Host Bob Leins welcomes Joe Sullender, CFP®, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors to talk about making the most out of meeting with your financial advisor.
- What information to gather in advance of the meeting
- What documents to bring to the meeting
- What questions to think about
- What to expect during the meeting
- Tips for following through and developing an action plan
Joe will talk about common misunderstandings that clients have regarding finances and financial literacy, as well as the most challenging financial habits to overcome. Tune in as Joe shares examples that you can relate to.
For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
A Look Ahead
April 30, 2018: Bob Leins welcomes Lester Austin back to the studio in recognition of National Social Security Month
Most Recent Past Shows
April 16, 2018: Estate Tax Planning, with Marc Levine, Esquire
April 9, 2018: Financial Literacy: Small Changes that Make a Big Difference, with Karen Schaeffer, CFP®
April 2, 2018: Financial Literacy Month, with Ray Kirk, Ph.D.
March 26, 2018: Plan For Your Retirement, Just Like You Plan Your Vacation, with Mike Townshend
Or, if you prefer, listen on your own schedule -- all shows are archived and available 24/7.
ForYourBenefit is NITP’s weekly radio show which features information and discussion on topics of interest to the Federal employee, including Federal Benefits, financial and retirement planning, and other issues.
Guests and topics change weekly – In 2018, our guests will help you plan and navigate through retirement issues and concerns.