Forget April Showers – Financial Literacy Month is in Full Bloom!
April 6th, 2023
Spring is here and there’s no better time than now to clean up your finances! Get a fresh start on the path to fiscal fitness with the help of ZOLL’s Financial Experts, CAPTRUST and Fidelity.
How Does it Work?
CAPTRUST – ZOLL partners with CAPTRUST Financial Advisors to help you plan for a bright future, no matter what stage of life you’re in. They help you:
- Develop your Retirement Blueprint
- Elect your contributions and select the investments that best suit your financial situation
- Access free, personalized advice to eliminate debt and save for your future
FIDELITY – Administers your 401(k) Plan and offers you free financial wellness tools and resources via the web or mobile app where you can:
- Check account balances, update contributions, change investments
- Update your beneficiary designation
- Take the financial wellness checkup – learn how to budget and create a financial plan
- Attend a live web workshop (offered on most business days)
Together they are a winning combination to help you build your financial future.
Get Your Tips Now!
And if you’re feeling stretched thin these days, don’t worry because you’re not alone. Learning how to better balance rising prices, bills, and savings can be a good start to making progress on your money goals. To get started, check out Fidelity’s “How You Money” financial literacy videos available in both English and Spanish. They’re accessible 24/7 from any mobile device or desktop web browser. The best part? You don’t even have to log into your Netbenefits account to access them!
Need more tips to help you with your financial spring cleaning? Mark your calendar for our first ever Financial Wellness Challenge through Healthy Hearts! Healthy You!
Registration opens April 26th. Watch for more information coming to you soon on ZOLLbenefits.com!