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Navigating Open Enrollment
An Important Component of Your Financial Planning Process
Open Enrollment is a crucial time to review and adjust your benefits as part of your overall financial plan. It’s an opportunity to assess health insurance, retirement contributions, and other key benefits to ensure they align with your current needs and long-term goals. By attending this Vera Planning workshop, you’ll learn about making the best Open Enrollment decisions to help maximize your financial well-being, protect your family, and ensure you’re making the most of the available options for the upcoming year.
Join the one-hour workshop, presented by Vera Planning Co-Founders Arthur Bush and Steven Bush, covering these topics and more:
- Healthcare – definitions and terminology, most common options, and HSAs vs. FSAs
- Retirement and Savings – types of retirement accounts, optimizing your 401(k), and special compensation plans
- Insurance – types of coverage, differences between options, additional coverage options
- Other benefits – leave, tuition assistance, wellness programs, and even legal and financial planning services
Watch the workshop online
For those who could not attend the workshop or wish to revisit the presentation, a video of the session is available online. Click the play button on the video above or click this link to view at your own pace and revisit key points.
Stay tuned for more Vera Planning workshops and events. We are committed to providing valuable learning opportunities that empower you to Own Your Story. If you have questions, please reach out to us and schedule an appointment.
