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Welcome! Thank you for joining us. Today’s webinar will begin promptly at 9:00 am.
Welcome!Thank you for joining us.
Today’s webinar will begin promptly at 9:00 am.
Save the Date…INSPIRING ACCOUNTABILITY IN REMOTE WORKERSTuesday, June 2, 2020 at 9:00 am
Learn: Inspiring Accountability’s Results Model How to Hold Remote Workers Accountable (productively & positively) Ways to Upgrade Your Accountability Approach
www.starhr.com/webinars
Let’s Get Started!Today’s Speaker is Brandon Trammell. Brandon is a Personal Finance & Investing Expert and founder of Purpose Financial & Insurance Services. He’s here to give us some tips, strategies, and solutions for our money.
This is an unprecedented time for all of us, so challenging and at the same time there is so much inspiration around!
We are dedicated to supporting people in navigating the financial side of this pandemic and the systemic changes that are happening.
“Alone we can do so little; together we can do so much”-Helen Keller
Financial EKG Worksheet
$1,200,000
Hypothetical example
Deductible vs. Non-Deductible
If Liquidated at Retirement
Post Retirement Cash Flow
10,00030,000
6,00034,00014,00026,000
$4,000
Hypothetical example for illustrative purposes
Cash Flow Comparison
Hypothetical example for illustrative purposes
www.PlanYourLegacyWithPurpose.com
Thanks for learning with us, now connect and leverage
me!
Email: [email protected]
Text/Call: 707.508.5980
Brandon TrammellPurpose Financial & Insurance Services
Website: PlanYourLegacyWithPurose.comLinkedIn: linkedin.com/in/brandon-trammell
Email: [email protected]
Thank You!We want to express our gratitude to Brandon for today’s presentation as well as all webinar
participants. Thank you for your time!
Please join us for future events.
Save the Date…INSPIRING ACCOUNTABILITY IN REMOTE WORKERSTuesday, June 2, 2020 at 9:00 am
Learn: Inspiring Accountability’s Results Model How to Hold Remote Workers Accountable (productively & positively) Ways to Upgrade Your Accountability Approach
www.starhr.com/webinars
