Name
Employees Can't Reap Benefits Until They Know Themselves Hosted by knomee
Date & Time
Tuesday, October 15, 2024, 12:10 PM - 12:40 PM
Marla Sofer
Description

What if we've been missing a step all along? Join this session to learn about the missing first step in financial decision making. Before individuals can feel good about opting into new products, they need to deeply understand their own needs, priorities, values, goals, attitudes, and risk tolerance. It is only when they are empowered with this knowledge, their Financial Identity, that they may take action with the right resources to help them on their journey. 
 

Location Name
Hill Country G
Full Address
Hyatt Hill Country Resort and Spa
9800 Hyatt Resort Dr
San Antonio, TX 78251
United States
Session Type
Hosted Breakout Session
Sponsored
Sponsored