Finances
BJC offers these hour-long workshops for groups of employees. Customized workshops also are available. To schedule a workshop, contact us or call 314.747.7490 or toll-free 888.505.6444.
BJC EAP affiliates with Travis Freeman, CFP®, AWMA, and Steve Wedel, CFP®, CFS® to provide the following financial programs:
Financial Boot Camp: Fitness for Your Finances
Reinventing Retirement
Legacy Planning: Wills, Trusts, Durable Power of Attorney and More
Education Planning
Asset Allocation – Diversification in a Changing Environment
Long-Term Care: Difficult Issues, Difficult Decisions
Roth IRA Conversions & Other Tax Strategies
Understanding Historical Rates of Return: What You Expect Is Not Always What You Will Receive
Don’t Panic! Surviving Market Downturns and Thinking Beyond
Career Transition Planning