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Wellness Seminars and Management Training Catalog

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LEGAL AND FINANCIAL SEMINARS<br />

Legal <strong>and</strong> financial seminars are two employer service hours for each onsite hour.<br />

Tips for a Tax Smart Future** – 1 hour<br />

• Income tax overview<br />

• How to check your withholding<br />

• Tax credit vs. tax deduction<br />

• How a flexible spending account (FSA) or 401K<br />

contribution can save you money<br />

** Please note this seminar has limited availability<br />

during tax preparation season<br />

Underst<strong>and</strong>ing Investment Basics – 1 hour<br />

• Stock investments, bonds <strong>and</strong> mutual funds<br />

When Mortgages Go Bad<br />

• Keeping the house vs. letting it go<br />

• Credit implications<br />

• Tax consequences<br />

When Pay Periods Change<br />

• Underst<strong>and</strong>ing the changes<br />

• Using pay period calendars<br />

• Scheduling debt <strong>and</strong> expense payments<br />

• Savings <strong>and</strong> budgeting suggestions<br />

• Key considerations (inflation, risk tolerance,<br />

asset allocations)<br />

• The Investment Pyramid<br />

To coordinate a seminar, please call 1.800.241.4057 ext. 796-2646 or email eshcomments@Cigna.com<br />

Please note that Employer Service Hours will be deducted from your account for cancellations/changes with less than five full business days notice.<br />

50

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