8 Steps to Financial Wellness Webinar, On-Demand Recording

We created a webinar for our 8 Steps to Financial Wellness Series. This on-demand recording is 46 minutes, presented by our advisor, Jenna Witherbee. If you’d like to watch this video step by step instead of in one video, please click the button below.

Step 1: Establish an emergency fund

Step 2: Set a goal to save at least 5% through your 401(k) Plan

Step 3: Develop your understanding of credit

Step 4: Pay down non-deductible debt by creating a budget

Step 5: Max out your Health Savings Account (HSA), if applicable

Step 6: Increase your 401(k) contribution annually until you reach 10%

Step 7: Save for higher education expenses through 529 Plan

Step 8: Pay off your home early