Financial Health

Financial IQ: Financial Wellness - Synergy Wealth Solutions Presentation

**** Panda Express Dinner, Water Provided ****

When - Wednesday, April 9, 2025

Time - 5:15 - 6:15pm

Where - Magers 100

Summary - Financial wellness means different things to different people. But regardless of who you are, there are a few topics everyone needs to consider. This session will help you:

• Set savings goals and define an asset allocation strategy
• Plan for retirement and protect what’s most important
• Think about how best to transfer assets after you are gone

Instructors

Myla Picker - 

Thelma Ruff - Investment Advisor Represetative, Series 6, 63, and 65 Registrations, 25 years in the   Financial Services Industry, MSU Alumni - Thelma Ruff Profile

Virtual Option

When - Wednesday, April 9, 2025

Time - 5:15 - 6:15pm

Where - Zoom Presentation - https://missouristate.zoom.us/j/5487907961?omn=86304044786 

Registration

Registration fee:  Free!  There will be no charge for this session. 

Please register using My Learning Connection:

• Login at My Missouri State.
• Go to the “Learning and Development” card.
• Choose “My Learning Connection”.
• Once there, type Financial Health into the search box at the upper right of the screen.
• Follow the prompts to checkout and complete payment process