Business Builder: 401K+ A Personalized Experience

Description

Join us on Friday, October 4, at 7:30AM for this informative event presented by Porter + Guide Wealth Management at the Indian Valley Country Club.

Current retirement savings strategies fall short, employees need more individual guidance.

• The median 401k balance for employees in their 50s is only $61k.
• Total credit card debt in America has climbed to over $1.15 trillion.
• Less than 1/3 of Americans have an up to date will.
• Without knowing where to turn, 41% of Americans have received bad financial advice from social media.

401k+ focuses on building relationships with every employee.  These one-on-one meetings focus on helping them make smart decisions and create lifelong habits. Through our Dave Ramsey Smart Dollar subscription, plan participants have access to additional tools to track their financial goals.