Financial Wellness Series with Union Bank

Please join Union Bank and MarinHealth for an informative series on Building Financial Wellness. In this three-part series, MarinHealth's Dr. Ripple Sharma, MD, will host members of Union Bank's wealth management team discussing various topics tied to Financial Health.

Dates and topics for the series are listed below. Our final topic, Retirement Planning, Investing, & Insurance, is still open for registration. Playback for previous sessions can be accessed by clicking the recording links for each respective topic.

The Importance of Understanding Wills vs. Trusts.
How Can You and Your Children Be More Prepared?
Overcoming Obstacles to Effective Estate Planning.
What Are the Risks of Not Doing Estate Planning?
Five Steps To Help You Prepare.

Questions to Consider when Reviewing your Personal Assets, Liabilities, Income & Expenses.
The Importance of Using Benchmarks and Short-term Goals.
How to Involve Your Entire Family.
The Pros & Cons of Debt - How to Manage Your Credit and Feelings about Debt.

Planning for Retirement – Saving, Early Retirement, Longevity
How to get Started with Investing & Understanding Risk
The Power of Diversification – How to Improve Retirement Outcomes
Insurance Strategies – Understanding the Strategic Use and Value of Insurance
Long-Term Care Planning