A Financial Wellness Program

Offered by Prudential

Your financial wellness is important to us.  That is why we are partnering with Prudential to offer financial resources that can help you manage your day-to-day finances, achieve your financial goals, and protect you from financial risks. 
With our partnership with Prudential you have access to financial education and resources, quarterly webinars and the opportunity to meet one on one with a financial advisor.

Financial Wellness Resource Site

Check out your wellness site with access to financial wellness information, including interactive financial tools as well as educational articles and videos. 

Quarterly Webinars

You do not need to enroll in this benefit, simply just register for the webinars of your choosing.



The quarterly financial webinars focus on a different financial topic each quarter. 

Roadmap to Retirement

• Longevity risks
• Pros and cons of rollover IRAs
• Healthcare and long-term costs
• And more

Thursday, August 17th 12:00-1:00pm & 6:00-7:00pm CST via WebEx

One-on-One Sessions

Schedule time to meet one on one with a dedicated Prudential finanical counselor. 

Grant Uitti, Financial Advisor and Worksite Education Program Speaker is here to help you learn how to strike a balance between saving and spending, and discover strategies for living well today while preparing for tomorrow.  As part of the Prudential Advisors Onsite program, Grant is available to help you achieve your financial goals – whether you’re just starting out, saving for major expenses like a child’s education, or preparing for retirement. 

Register Today for a complimentary Financial Welness Checkup Appointment with Grant on August 22nd.  

Grant is here to help you tackle timely topics, such as: 

• Creating a spending plan
• Dealing with debt 
• Preparing for the unexpected 
• And More!

To schedule your 30 minute complimentary Financial Wellness Checkup, click hte link below to elect the time that works best for you: 

Virtual Appointments from 1:00-6:00 p.m. (CST) via phone 

Contact Prudential Pathways at (844) 592-8992 or Pathways@prudential.com to schedule a session. 

Take advantage of this benefit and find some financial peace of mind. Thanks for being a member of TeamRoehl. 
 

GreenPath 

Are you concerned about your financial debt? Since 1961, GreenPath Financial Wellness has been empowering people to lead financially healthy lives. GreenPath partners with you to get out of debt faster, pay bills on time and enjoy life without financial stress. They take time to understand your debt obligations, explore strategies for paying off your debt and discuss the benefits and drawbacks of each option. To connect with a GreenPath financial wellness expert for an initial debt counseling session free of charge, call (877) 444-5606.

Click the Link to Learn More