The third and final installation of the Emerging Leaders’ three-part financial education series was held Tuesday, Jan. 9, sponsored and presented by M&T Bank. Jessica Male, Wealth and Institutional Services Training Manager for both Wilmington Advisors and M&T Bank, was able to break down the complexities of insurance into understandable, manageable components and stressed that it’s crucial to start planning for your future as early as possible – a major takeaway from this financial series as a whole.
The “Protecting What Matters Most” presentation demystified the complexities surrounding life insurance and its potential role in providing a safety net for long-term care expenses. Attendees gained invaluable insights into innovative insurance products that bridge the gap between life coverage and future care necessities. From unpacking policy intricacies to offering actionable advice, Male empowered participants to navigate the realm of life insurance and long-term care with confidence, equipping them to make sound financial decisions for themselves and their loved ones. As a general resource, she recommends the website www.lifehappens.org to familiarize yourself with the topic and use as a starting point to your journey.
M&T’s experienced financial advisors help you make sense of the financial choices available to you and help guide you toward your financial goals. That’s especially helpful during periods of market volatility when it can be unsettling to watch your account balances shift. During these times, an advisor can help you keep an eye on your long-term goals and guide you toward the most appropriate choices for your situation.
Thank you to our generous sponsor, M&T Bank, for the opportunity to offer this Financial Education Series to young professionals. We look forward to continuing the conversation regarding financial health and also uncovering more topics in future seminars and webinars. Please be sure to mark your calendars for the next Emerging Leaders Lunch & Learn, where we’ll be joined by Beth Francis and Carol Lavoie Schuster, both of Essex County Community Foundation, and will explore tips, tools and opportunities to develop your pathway to nonprofit board service.