Great to have Jack Ferguson – Financial Planner for Business Owners – in the office for lunch this week to share our new employee benefits and some essential knowledge so our team can financially set themselves up for success.

He ran through an informative but easy to understand presentation, and then gave each team member a 1-to-1 session where they could discuss their personal situation without judgement.

We know how complex and overwhelming financial planning can be, and its important that our employees have the tools to understand the best ways to create and meet their financial goals. Thanks again Jack!

 

Via Linkedin 

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