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Financial wellness education is offered at no cost as a supplemental employee benefit to Theravance employees.  Money Management Educators is committed to teaching others how to take ownership of their financial future, through a better understanding of time-tested wealth accumulation and protection principles and how these can impact their overall health and well-being.

Divers Underwater

INVESTMENT WORKSHOP

We invite all Theravance employees to attend this webinar:

INVESTMENT WORKSHOP

Wednesday, June 12, 2024 at 10:00 AM PT

 

This workshop discusses investment vehicles that may be available through 401k plans, self-directed brokerage, or a financial advisor.  We evaluate investment strategies relevant to the modern investor such as active vs. passive investing, socially responsible investing, and tax harvesting.  Finally, e examine how tax diversification fits your financial goals.

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Topics Include:

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  • Introduction to most investment vehicles and examination of key asset classes

  • Advantages and disadvantages of index funds, active mutual funds, socially responsible investments, and tax-loss harvesting

  • How to maximize retirement income and minimize taxes

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E-Packet Information:

https://www.mmenorcal.com/seminar-downloads/theravance-6-12-24/

Password:  TheravancePW624

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