(MBI LIVE) Financial Wellness: How to Build Wealth as a Professional

When:

• Nov 24, 2027 09:00 AM – 11:00 AM

Where:

• Online Learning - Zoom

Fee	Type of Fee
NO CHARGE	/ Person - MBI Members
$160	/ Person - Non-Members

Presenter: Sean Patrick, Equitable Advisors - St. Louis, MO

Now more than ever, professionals are afforded options for building wealth in retirement through their employers. In this learning session, you’ll have access to strategies for investing as a professional, how to participate in your company’s plan if offered, understanding compound interest, staying out of debt, first time homebuyer options, holistic life planning and the do’s and don’ts of changing options when life throws you a curveball.

LEARNING OBJECTIVES

• Understand potential company sponsored investing plans
• Comprehend compound interest, debt and homebuyer options
• Develop an understanding of the importance of holistic life planning and how to be adaptive when adversity occurs

Master Builder Designation: Leadership - 2 Credits