About this event
For this webinar, we’ll discuss employer open enrollment and cover key topics, including:
- Health Insurance
- Basic plan vs. high deductible
- Cost differences
- Spouse/dependent(s) coverage
- HSAs
- Vision & Dental Insurance
- Premiums (pros & cons)
- Advantages vs. disadvantages
- Life Insurance
- Overview/strategies
- Additional coverage
- Tax considerations
- Disability Insurance
- Short term vs. long term
- Premiums
- Tax considerations
- Retirement Planning
- Broad overview
- Roth vs. traditional
- Contribution limits/limit changes
- Legal Plans
- Discounted rates/options from some employers
- Potential for real estate planning
Bring your questions for our Q&A at the end of the webinar.
Instrumental Wealth
Instrumental Wealth is a wealth management company that specializes in providing financial services for business owners and executives. Their advisors focus on creating financial harmony across all aspects of their clients' financial professional servi...
