My Secure Advantage Update/Webinar
Human Resources is pleased to report that the new “My Secure Advantage” (MSA) financial wellness program which is offered in partnership with E4 (our Employee and Family Assistance Program) got off to a remarkably successful first month: between January 4th and the 31st 46 benefits-eligible Middlebury employees enrolled themselves in the program! And the initial feedback we have received from those using the Money Coaching program has been overwhelmingly positive! According to MSA, the top three areas of interest for Middlebury participants have been: debt reduction, retirement planning and budgeting. Might you be interested in those or other money-related topics, too? Whether you are suffering from financial stress or have some extra cash and are in a position to do some financial planning consider joining your “early adopter” colleagues and taking advantage of what MSA can offer. Please consider consulting with a Money Coach (888-724-2326) or joining MSA for a live financial webinar later this month (see signup information below).
YOUR FREE FINANCIAL FORUM – Feb. 24th
Many members have asked that we continue our Financial Forum Series. We are happy to announce that we have scheduled a Financial Forum for each quarter of 2016. As usual, our panelists will address questions ranging from debt and budgeting, to investments and retirement. Since we are in the middle of tax season, we will also have a member of our tax team available to answer your tax-related questions. Submit a question when you register, then log into the webinar on February 24th to hear our panel address questions and concerns from people across the country.
MEET: Dave Jiru
35+ years’ experience in the financial services industry – Dave is a former Registered Rep. with the NASD and had Series 24, 7, 63 and 65 securities licenses. Dave manages the MSA Financial Ed. Dept. and is a frequent presenter of classes and seminars nationwide
MEET: Barbara Quan
Barbara has worked in financial services since 2001 as a loan officer for several mortgage firms, and she holds a California Real Estate License. She is a Certified Credit Counselor. She is bilingual in English and Spanish.
MEET: Donna Shackel
38+ years’ experience in tax and financial services – Donna is an EA and former IRS tax representative. She spent 10 years teaching tax law for both the IRS and California Tax Education Council. She is also a Certified Credit Counselor.