Wednesday, December 8, 2021 – 12:00 p.m. – 1:00 p.m.
Financial Wellness is No Longer Optional!
Financial wellness programs have been a buzzword for a few years now but continue to be under utilized. This presentation will show that the desire for this benefit continues to increase making it no longer optional in your benefits package. We will dive deeper into what makes up financial wellness program and how to start one for your own company.
Jim Trujillo, CFP®, CCFS®, PPC® – Financial Advisor, ARGI
Jim Trujillo is a Certified Financial Planner® and a Professional Plan Consultant for ARGI. Since 2013, he has provided personal financial planning services to individuals, and retirement planning services to business owners, plan administrators and retirement plan committees. A focus of his is customizing financial wellness programs for over 75 companies throughout Kentucky, Indiana, and Ohio.
As a former actor and graduate of the University of Kentucky’s Theatre program, he utilizes his thespian training to promote participant education and engagement through large group presentations, webinars, videos and one-on-one meetings with participants. His passion based in educating individuals on their financial wellness and helping them achieve their personal financial goals.