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02.20.2025 - 401(k) Education 2025 Update (AS-022025)


Description
Zach Williams from Marcum Wealth (plan advisor for VAP's 401(k)) provided education and a 2025 update about VAP's 401(k) Plan.

If you have questions about your own plan with Empower (VAP's 401(k) company) or you would like to schedule an individual meeting to discuss your plan, please contact Zach Williams at zachary.williams@marcumwealth.com.

P.S. Due to an issue with audio during recording, there is no volume for the first 9 or so minutes of the video. If you have questions about earlier pieces of the presentation for which no audio recorded, please reach out directly to Zach at zachary.williams@marcumwealth.com.

P.P.S. If you are interested in learning more about any of the topics listed below, please reach out to Zach directly!

INVESTMENTS:
Economic and Market Update
Current Events
Investing 101
Behavioral Finance

FINANCIAL WELLNESS BASICS
Budgeting
College Savings Plans
Pre-tax v. Roth
Student Loan Debt Payoff
Home Buying
Car Buying vs. Leasing
Credit Score
Spousal/Family Financial Planning (convo starters, best practices, teaching kids)
Other Savings Goals (wedding, vacation, second home)

GENERATIONAL PLANNING
Wealth Transfer
Estate Planning
Aging Parent Planning
Charitable Gifting
Investing in Yourself

RETIREMENT PLANNING
Social Security
Medicare Planning
Healthcare Cost Planning

Original Training Da...: 02/20/2025 Instructor: Zachary Williams, Marcum Wealth Financia... Training Hours: 1 NACP & Ohio CSWMFTB ...: 0

Content
  • 401(k) Education and 2025 Update - Recording
  • 401k Presentation Slides
  • 401(k) Education Handouts
Completion rules
  • All units must be completed