UPOA- Financial Wellness CE class

Topics Covered:
• FICO Scores • how to improve and maintain a high score
• Life Insurance • how much coverage is necessary
• Paying Off Debt Efficiently
• Calculating Money Needed in Retirement
• Tier 2 • financial illustrations of pension vs 401k
• PCRA • URS benefit for personal choice retirement account
• PLSO • partial lump sum option (financial illustrations of 0, 1 or 2)