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You have benefits at work....now what?

In this class, you will learn:

  • Why understanding 1978 matters to your benefit choices today (begin with the end in mind)

  • The 5 Mistakes to Avoid this Benefit Season

  • What questions to ask the benefits team and your advisors (insurance, legal, financial, etc.)

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC (http://www.sipc.org) Supervisory address: 701 5th Ave, Columbia Center Suite 1100, Seattle, WA 98104. Phone 206.628.8800 Rice Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies. By joining the event, you are consenting to being recorded. CRN202305-282413

This event is intended for individuals residing in: AK, AZ, CA, CO, FL, GA, HI, ID, KS, MD, MI, MN, MO, MT, NC, NE, NV, OR, PA, TN, TX, UT, VA, WA, WI, WY. Individuals outside of these jurisdictions should not attend.
If applicable: Ian Rice CA Insurance License #0160954, Brian Wilson CA Insurance License #0F04985, Kasey Closs CA Insurance License #0L95623, Nathan Piers-VanderPloeg CA Insurance License #0K16254

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August 25

Post election tax planning

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October 12

Investment Property Q & A with Jay Jaffee, Sales manager (NMLS #108251) of Synergy One Lending, INc. (NMLS #1907235)