Financial Wellness Series

Professional Studio™

From our signature Financial Wellness SeriesTM presentations to custom created topics catered (customized for your organization’s needs) to your organization, we are here to help deliver the impactful and user-friendly financial education today’s constantly changing environment demands! To learn more about upcoming events, and to learn more about our program, call (908) 392-0901 or email Gina@OneTeamFinancial.com.

Taxes in Retirement

Tuesday, September 14
6:00PM ET

Presenter: Stephen Bene

Strategies to Maximize Social Security Benefits

Wednesday, September 15
6:00PM ET

Presenter: Ash Ahluwalia

Financial Literacy for Parents: How to Educate Your Kids About Money

Thursday, September 23
11:00AM ET

Presenter: Stephen Bene

Taxes in Retirement

Tuesday, September 28
11:00AM ET

Presenter: Stephen Bene
Registration link to follow

Strategies to Maximize Social Security Benefits

Thursday, September 30
11:00AM ET

Presenter: Ash Ahluwalia
Registration link to follow

Ready to maximize income, minimize taxes and protect your family?