FINANCIAL WELLNESS AT CATALINA
April is Financial Literacy Month
Please join us for a series of Financial Wellness resources in partnership with Prudential, Principal and PerkSpot.
Prudential Pathways: A Financial Wellness 3-Part Webinar Series Via Zoom
· Each one-hour session takes place on a Wednesday in April from 12 to 1 p.m. EST.
· Wednesdays: April 3rd, 10th and 17th
· Click Here to Register (pre-registration is required, 15-person minimum)
Catalina is pleased to offer you Prudential Pathways® financial wellness webinars and checkups, including practical, down-to-earth information that may help you and your family better understand the fundamentals of financial wellness through a 3-part educational seminar covering topics including: setting financial goals, protecting assets through risk management, investment principles, healthcare planning strategies, retirement & asset distribution planning strategies, tax strategies, estate planning strategies, and how your benefits fit into your financial picture.
Prudential Pathways: Financial Wellness Check-ups
· Catalina employees can schedule a 30-minute financial wellness checkup phone call with a Prudential Pathways representative on Wednesday, April 24th between 10 a.m. and 4 p.m. EST.
Learn More About Your Prudential Benefits
Catalina employees can access Prudential’s planning tools and guidance at: www.prudential.com/catalinabenefits
Resources include caregiving support & resources, credit report review, credit & debt counseling, student loan help, foundational financial tips and ways to reduce financial stress. Contact Pathways@prudential.com or 844-592-8993.
Principal: Financial Wellness Through Education Webinar Series
Catalina is pleased to offer this series of webinars on financial wellness hosted by Principal, our 401k provider.
Get to Know Your Personal Retirement Wellness Score (Tuesday, April 2nd @ 1pm ET)
· Learn how to use Principal’s Retirement Wellness Planner to see a full snapshot of your financial future and what you can do to take it to the next level.
Increase Your Investing IQ (Tuesday, April 9th @ 1pm ET)
· Discover investment vehicles available inside and outside your plan. Explore the importance of diversifying savings, considering your investment time horizon, and other considerations for investing your money.
Estate Planning (Tuesday, April 16th @ 1pm ET)
· Learn the components of a well-founded estate plan and how to create a strategy.
Social Security & Medicare (Tuesday, April 30th @ 1pm ET)
· Learn how to get the most out of your Social Security & Medicare benefits – and how they factor into your retirement plan.
PerkSpot
Be sure to check out Catalina’s exclusive employee discount program offering a plethora of Financial Wellness-recommended partners and saving opportunities to help you meet your financial goals. https://catalina.perkspot.com/