Let us help put your benefits to work.
PlanWell™ from Baystate Financial is bringing valuable insights and guidance
to your workplace.
PlanWell™ is a financial education curriculum from Baystate Financial is not a generalized, basic program for all. Rather, it delivers a unique, individualized financial experience to you. The objective? To help you realize your financial goals, whether it’s saving for a house, college, or retirement.
How PlanWell™ works:
A four-part core engagement series helps you understand how to Save, Invest, Live, and Protect your wealth on the path to retirement.
- Every attendee receives takeaway resources for future reference.
- Engagements are held at a time and location that works best for your team.
- You’ll have the opportunity to meet with a financial professional for holistic advice and management of strategies pursuing your unique financial goals.
More about: PlanWell Contact Us TODAY to get started!