Making the Most of Your Company Benefits

Join us on Thursday, October 1 at 12–1 PM PT | 3–4 PM ET

Open enrollment season is a great reminder to revisit the workplace benefits that can play an important role in your overall financial plan. Join OpenPlan for an overview of common employer-sponsored benefits and strategies to help you make more informed decisions. 


What We'll Cover 

  • Understanding the most common employer-sponsored benefits, including 401(k)s, HSAs, FSAs, insurance benefits, and employee stock plans.
  • How workplace benefits can support both your short-term financial needs and long-term goals.
  • Key considerations when evaluating benefit options during open enrollment season.
  • Practical strategies for getting more value from the benefits available through your employer. 

This is a great session for people who are evaluating their upcoming elections, or those who just want a reminder of how they can optimize their benefits. If you can’t join live, register and we’ll send you the recording after.  

 

Register for this webinar:

 

Meet Your Presenter

Matt Mormino, CFP®

Managing Director

Meet OpenPlan®

OpenPlan® is a premier retirement plan advisor to companies across the country, providing fiduciary investment advice and plan consulting to businesses. We offer an individualized engagement approach to meet each employee where they are on their journey to financial confidence. From one-on-one consultations with an Advisor to financial education seminars, our employee engagement is customized to each company’s unique needs.

 

For individuals who need a personalized plan, OpenPlan offers a partnership with a CFP® advisor to build a comprehensive financial plan customized to your goals, providing you with peace of mind as you navigate life transitions and empowering you to pursue the things that matter most.

 

This is a general, non-tailored communication being provided for informational purposes only.  It is educational in nature and not designed to be a recommendation for any specific product or strategy.  None of Brighton Jones, its affiliates, or employees is suggesting that the recipient or any other person take a specific course of action or any action at all.  Accordingly, this information is not intended to cause such parties to become a fiduciary.

 

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