Grow Wealth, Not Worry (Free Lunch Included!)

In this interactive and practical session, participants will explore tools and strategies for building personal wealth and supporting employee’s financial future without needing a background in finance. Hosted by Numerica Credit Union this workshop is designed for HR professionals, people managers, and anyone interested in championing employee financial health in the workplace.

Key Topics Covered:

• Supporting Employees as an HR Professional
  Take away actionable tips to guide employees in financial wellness, from retirement plan optimization to leveraging employer-provided tools.
• The Power of Starting Early and Small
  Discover how small, consistent steps—especially when started early—can have a massive long-term impact.
• Wealth Creation Tools and Strategies
  Explore the variety of investment options including stocks, bonds, mutual funds, ETFs, and real estate.
• Homeownership as a Wealth-Building Tool
  Examine how buying a home can be a long-term investment and understand key readiness steps with support from Numerica’s home loan experts.
• Retirement and Education Planning
  Unpack workplace and self-directed retirement options (like 401(k), IRAs, Simple IRAs etc.), and learn how 529 plans and HSAs can serve as dual-purpose investment tools.What You’ll Gain:
• A personal roadmap for building wealth.
• Resources to guide employees in taking their next financial steps.
• Insights into Numerica’s free tools, counseling, and financial services.

Admission is FREE and lunch is provided!