Financial Wellness & Retirement Planning
Join us for an insightful webinar presented by Newfront and hosted by Connect, where we’ll explore key strategies for securing your financial future. From retirement planning to investment tips, this session offers valuable guidance for those just starting out or planning their next steps. Featured speakers include 401k & Retirement Advisor Jake Daly and Financial Wellness Expert Michael Forney. Don't miss this opportunity to enhance your financial well-being!
What to Expect:
Expert advice on creating a personalized retirement plan
Insights on managing investments and maximizing savings
Tips for balancing current financial needs with future goals
Presenters
Jake Daly, AIF® is a Vice President within Newfront’s Retirement Services practice, with 15 years of experience in financial services, retirement plan consulting, and investment advisory. As a 401(k) and retirement advisor, Jake specializes in retirement plan design, investment menu design, benchmarking, fiduciary governance, compliance, and employee engagement strategies.
Michael Forney is an investment advisor who designs and implements employee education and financial wellness strategies for employer partners. Michael has 5 years of experience in financial and retirement services. Prior to his role at Newfront, Michael was a Financial Planning Specialist with Ameriprise Financial where he built custom financial plans for family households and businesses.