How to Help Your Employees Be Financially Fit

Friday 8:00 – 9:00 AM

Session Description

We’ll discuss some strategies for budgeting at the various stages of life including how to save for retirement and college at the same time. We will talk about retirement checkpoints for a range of ages and some helpful facts about Social Security. You will also learn how to teach the children in your life about money and how they can earn and save too.

Learning Objectives

  1. Budget so you can save regardless of life events (single, married, divorced, pre-retiree)
  2. Use age and income checkpoints to determine if your retirement goal is on track
  3. Save for college now so you aren’t using retirement funds to pay for it later

 


Jesseca Mayhew

Jesseca Mayhew joined American Century Investments in 2000 and is a Client Relationship Consultant.  Her responsibilities include partnering with employers to educate their employees about retirement saving and American Century’s products. She earned dual degrees in International Business and French from the University of Missouri, and her MBA from Rockhurst University.  Jesseca holds her Series 6 and 63 licenses and Chartered Retirement Plan Specialist (CRPS) designation. Jesseca lives in Kansas city area with her husband, Evan (who she met at American Century Investments) and their son Max.

 

 

 

Teresa Stewart

Teresa Stewart joined American Century Investments in 1987 just as the company was growing to where it is now; a leading asset manager focused on delivering investment results and building long term client relationships while supporting research that can improve human health and save lives. She is the 529 Business Development Consultant whose responsibilities include partnering with employers to educate their employees about saving for education through a 529 plan. Teresa holds her Series 6 and 63 licenses and is a Certified College Funding Specialist (CCFS). Teresa lives in the Kansas City area with her husband, Mark, and their two dogs. She has two grown children a son, Casey, who is 28 years old and a daughter, Kaitlin, who is 22 years old.