RPAG | Industry Trends and Technology News

Participant Corner: Planning Financial Futures

Written by RPAG | Feb 16, 2022 8:00:00 AM

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.