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AICPA ENGAGE 2019
PFP19SS03 - Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential
Jun 11, 2019 7:00am ‐ Jun 11, 2019 7:50am
Standard: $49.00
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Description
Expert insight into the financial challenges impacting American consumers today including student loan debt, retirement, insurance concerns, etc.
Understanding financial wellness and its impact.
Solutions to help address the most pressing financial challenges.
Objectives:
Understand the financial challenges individuals are facing today.
Learn about solutions that can help address the most pressing financial challenges facing American consumers.
Identify ways to help empower individuals to synthesize and reflect on one’s own financial profile and develop a personalized financial roadmap.
Speaker(s):
Julie Brandon
, VP, Head of Financial Wellness Distribution, Prudential
Tags:
PFP
NAA
EST
TAX
PST
EDGE
Investments and Wealth Institute CE
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