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Meet With An Expert From Marsh McLennan Agency.pdf

MMA-Prosper-Wise-Financial-Counseling.pdf
Preview of Meet with an expert from Marsh McLennan Agency
🔗 Source: hr.jhu.edu
📊 Size: 734 KB
📄 Pages: 2 pages
⬇️ Downloads: 40

Summary

MMA Prosper WiseSM is a holistic approach to wellness combining a website with live coaching sessions to help achieve financial goals. Coaches are fiduciaries providing a high standard of care with no sales pitches. They can offer financial advice on 403(b) plan assets and provide financial education, but not tax or legal advice. Sessions can be booked online with the option to reschedule, and significant others can join. The service aims to educate on entire financial life cycle topics to help reach a timely retirement.

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Description

MMA Prosper WiseSM is a holistic approach to wellness combining a website with live coaching sessions to help achieve financial goals.

Technical Information

  • File Format: PDF
  • File Size: 734 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 40
  • Last Updated: 3 months ago

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This PDF document about Meet with an expert from Marsh McLennan Agency provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Meet with an expert from Marsh McLennan Agency.

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