NAD-Wide Financial Wellness Seminar

July 25, 2024

3:00-6:00pm EST

About

Whether you are just starting your career, somewhere in the middle, or counting down to retirement, this seminar will help you plan for the life you want.

We're with you on the journey!

Learn More

NAD-wide “Virtual” Financial Wellness Seminar for Employees (and their spouse) of the North American Division

Defined Benefit “frozen” (DB) Plan

For eligible employees with pre-2000 service under the Defined Benefit Pension Plan
How and when to apply for retirement benefits

Healthcare (SHARP) Plan

For eligible employees with at least 15 years of service prior to July 1, 2020
SHARP (Supplemental Healthcare Adventist Retirement Plan) Provisions regarding Pre-Medicare, Medicare, HRA, Rx, Dental/Vision/Hearing

Defined Contribution (DC) Plan

Financial Wellness is for All
Benefits of planning
Personal finance assessment
Budgeting tools
Investment principles
Contributions; Pre-Tax, Roth (after-tax)
Contribution Limits

You may contact Sherri Jackson at (443) 391-7300, or Email for additional questions.