December Workshop
Are you ready to embark on a journey toward greater wellbeing? We’re thrilled to launch Alera Group’s Whole Self Series, a brand-new educational webinar series designed to explore the many facets of holistic wellbeing.
This series will inspire you with diverse expert speakers sharing insights and practical tips, covering everything from financial wellbeing in uncertain times to emotional resilience.
Be empowered with the knowledge and tools to nurture your whole self – mind, body and spirit.
See below for upcoming Events.
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Topic: Mindfulness/Rejuvenation
More details to be released!
MONDAY, JUNE 30: Financial Wellbeing
THURSDAY, SEPTEMBER 4: Nutrition
THURSDAY, DECEMBER 4: Mindfulness/Rejuvenation
June Workshop
Speaker: Matt Rafeld
Director of Financial Wellness, Alera Group
Matt Rafeld is on a mission to leverage personalized and scalable financial wellness strategies to build lasting partnerships, strengthen client relationships, introduce meaningful financial solutions, and—most importantly—improve the financial lives of working families.
He is a key contributor to FinWell Connect, an educational platform and referral program offered by Alera Group. Participation in this program is entirely voluntary and is not a requirement of any employer-sponsored plan.
Matt Rafeld offers investment advisory services through Alera Investment Advisors, LLC. When, and if, engaged to provide personal investment advisory services, they are offered through the affiliated registered investment advisers of Alera and their adviser representatives. A copy of the written disclosure statement discussing advisory services and fees is available for your review upon request at www.aleragroup.com/disclosures.
Resources
Financial Wellbeing in a Time of Uncertainty
How to Find Stability and Confidence When the World Feels Unpredictable
Overview: This session will help learners take control of their financial life even when the economy, news or personal situations feel uncertain. We'll cover how to build flexibility into your spending and savings, prepare for financial surprises, and create a safety net using simple tools and your available benefits. Learners will walk away with actionable steps to feel more secure and less stressed, how matter what's going on around them.
September Workshop
Topic: Nutrition
More details to be released!
Guest presenter:
Whole Self Series
Webinar Release Schedule
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