CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” So, there were one-on-one meetings, and then there were group education meetings. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. So we’ve built in what we want, the communication, and depending on the advisor. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

Barry Ritholtz

JUNE 6, 2023

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. It’s much deeper than math. I go, we don’t want one cent, you taught us how to be educated you taught us good values, we want you to spend every last cent and maybe even more.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52