Unique Value in a Financial Wellness Program

"In Your Business" with Michael Sayre. A Production of CUI Wealth Management

Overview
What makes your business unique? That's an easy one. Why should employees work for you? That's another softball pitch. How are your benefits and retirement plan tailored towards your unique employee demographics and needs? That one is not as easy to answer. A financial wellness program can help you visualize and plan for your employee's unique financial needs.
Disclosures

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC, a Registered Investment Advisor. Insurance offered through CUI Wealth Management. CUI Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities. Information provided is not intended to be tax or legal advice. All information provided is based on our best research.
Bibliography

Anderson, B. (2019, March 8). Panic Attack: Worker Financial Stress Costs Employers $500 Billion Annually. Retrieved from 401k Specialist: https://401kspecialistmag.com/panic-attack-worker-financial-stress-costs-employers-500-billion-annually/
CUI Wealth Management 7730 S Union Park Ave., Suite 250, Midvale, UT 84047 www.cuiwealth.com

Disclosures
Securities and advisory services are offered through Osaic Wealth, member FINRA and SIPC, and a Registered Investment Advisor. Insurance services are offered through CUI Wealth Management, LLC, which is not affiliated with Osaic Wealth. Neither Osaic Wealth nor its representatives offer tax or legal advice.
This communication is strictly intended for individuals residing in the states of (Arkansas, Utah, Colorado, California, Delaware, Michigan, Minnesota, New York, Utah, Wyoming, Idaho, Maryland, New Mexico, Nevada, Hawaii, Mississippi, and Oregon). No offers may be made or accepted from any resident outside the specific state(s) referenced.
Contact Information

• Address: 7730 S Union Park Ave, Suite 250, Midvale, UT 84047
• Phone: [phone]

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