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  • Writer's pictureSpectrum Investment Advisors

End-of-Year Financial Wellness Checklist

Click here to view the Webinar Recording and learn from Paul Minick, Spectrum's Financial Education Manager. In this GuideSteps presentation, he guides you through a checklist designed to assist you in staying organized and focused on essential considerations leading up to the end of the year.


Our End-of-Year Financial Wellness Checklist webinar discusses:

  • Workplace retirement plan

  • Health insurance and open enrollment

  • Taxes

  • Debt management and your credit history


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