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Lisa Brown, CFP®, CIMA® Oct 26, 2021 6:12:00 PM < 1 min read

Preparing for Open Enrollment for Working Professionals

Do open enrollment options seem confusing or daunting? Let our advisors help you make sense of it all so you can maximize your company benefits and protect your family.

Topics include:

  • Health Insurance – what type of policy is best for me, and should I contribute to the HSA?
  • Life and Disability Insurance – do I need this coverage, and if so, how much? Is it a good deal?
  • Retirement Planning – investments, savings, and beneficiaries – what do I need to review during open enrollment season?

Watch the webinar replay here


Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."