Financial Goal Setting Internal Training

Recorded On: 07/13/2023

Join us for an insightful webinar hosted by Brett Montich, Cadmium's 401k Financial Consultant, as we delve into the crucial topic of Financial Goal Setting. Whether you're just starting out or looking to enhance your financial strategy, this webinar is designed to provide you with the knowledge and confidence to establish meaningful financial goals.

Brett will help us set financial goals for income, savings, retirement, and debt and offers tips on how to reach those goals. By the end of the webinar, you will be able to establish two short-term (income & savings) and two long-term (retirement & debt) financial goals.

Target Audience: All Staff

From the Zoom Chat:

Brett Montich: bmontich@1creative.com | 215-872-7167

Monthly Budget Calculator link from slide: https://www.massmutual.com/financial-wellness/calculators/monthly-budget-calculator

From Jacklyn Naselli: We greatly value your feedback. Please take a quick moment to provide us with yours by clicking the below link and filling out our survey: https://docs.google.com/forms/d/e/1FAIpQLSf_sco0Nv0eWgqejIJJ7QJ07ufwpwLU3CLdkOrvneAWGmD87w/viewform?usp=sf_link

Article posted in the Chat: https://www.fidelity.com/news/article/investing-ideas/202301201807BANKRATEBANKRATE3300709568

Brett Montich

Cadmium's Certified 401k Financial Consultant

Creative Financial Group

C. Brett Montich, CFP®, ChFC®, CLU®, ReBC®, CAP® is a Financial Representative, is a 2000 graduate of Gettysburg College and has a Bachelor’s degree in Economics, Management and a Religion minor. He is Series 6, 7, 63, and 65 securities registered and has his Life, Accident and Health, and Property and Casualty insurance license. Brett is a Registered Representative and Financial Advisor of MML Investors Services, LLC.

In his spare, Brett enjoys spending time with his family, swimming, and running the local Boy Scout Troop. He resides in King of Prussia, PA.

bmontich@1creative.com | 215-872-7167