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  • Writer's pictureFran Gillis

Employee Education: Festive Finances


festive finances

With some planning and creativity, the holiday season can be more affordable and meaningful. We've compiled some practical tips to help employees navigate their holiday spending, so they can stay within a budget, reduce stress and fully enjoy this special time of year.


Share this employee education piece, “Festive Finances” with your workforce to help them discover new ways to bring joy and warmth to their holiday season!




401K EXTRA | RETIRE YOUR WAY

Fran Gillis AIF, QPFC, PPC, CFWP

Lucas Gillis CPFA, CFWP

connect@401kextra.com

970-225-2001


Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors.


This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.


©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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