Your Financial Health Checkup: Montpelier Employee Wellness

January 11, 2017 | Filed under: Newsroom, Financial Planning




Heidi Clute was invited by the City of Montpelier to conduct a workshop for their employee wellness program. During the financial literacy workshop sponsored by the City, Heidi outlined a Financial Health Check Up process for a diverse group of employees.

The presentation was designed to help each person gain a greater grasp of the four steps that everyone can take to better understand their finances. Heidi enjoyed speaking with the participants about the benefits of planning their finances and provided them with tools to conduct their own checkup on issues ranging from lowering debt to planning for retirement.

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