Financial Literacy for You and Your Workforce
Date: February 25, 2021
Time: 8:00 AM – 9:00 AM
Location: Microsoft Teams
About the Program:
The presentation will be in two sections, one-half hour each.
- Financial Checkup 101: Employees living paycheck to paycheck are distracted and stressed, which leads to lost productivity.
- Basic Estate Planning: Failing to have estate planning in place creates a burden for our loved ones, which leads to lost productivity for our businesses and can lead to turnover when the employee has to quit in order to focus on the estate and probate. Advance planning makes a huge difference for employees left to handle family members’ estates.
About the Speaker: Justin Keatley, Assistant VP, Financial Wellness Regional Manager, Fifth Third Bank