We will be having a webinar for Bank of America employees on healthcare. We'll cover changing healthcare programs, rising costs, and how to utilize your benefits efficiently. The webinar will be on: Tuesday, October 22nd at 9 AM PST. We’ll cover the many changes happening at Bank of America over the last few months. You can sign up for the webinar by clicking below:
Topic: Save Now! 4 HSA Strategies for Bank of America Employees
Date: 10/22/2024
Time: 9:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
Patrick Ray has been working with Bank of America clients for many years and is very familiar with your benefits. His goal is to help Bank of America employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and and provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by Bank of America. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.