RPAG provides advisors with a FINRA-reviewed and compliance ready participant communication piece every month. The Participant Corner can be white-labeled and sent to plan sponsor clients to distribute to their employees, or can be sent directly to plan participants.
Download a copy of this Participant Corner by
clicking here
, or contact
support@rpag.com
to get an editable version that you can white label and distribute.
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Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether.
Personal financial planning is an ongoing, lifelong process. If we break it down into small, achievable tasks, it’s a lot less daunting and can pay huge dividends to you and your family.
Resolve to make yourself financially fit in 2022:
The following personal finance calendar may help you get started.