PlanWell™ Series: Module 4 - ProtectWell

Module 4 - LiveWell: Protecting a fulfilled life and retirement 

In this session, we explore how you can protect your ability to make and save money. Even more importantly, we cover how to protect yourself financially against the unexpected hardships that life can throw your way. You’ll leave the series knowing how to build a more protected plan for your future.
 Ensure that important documents are up to date
 Understand the importance of disability coverage to protect income
 Take a detailed look at life insurance
 Explore the full scope of health coverage options
 Review the topic and value of estate planning
 Learn how auto, home, and umbrella coverage can protect one’s assets

*checkout the other workshops in the series, all free for NEHRA Members! (must be a NEHRA member to attend)
Module 1 - SaveWell 8/14, 12:00PM
Module 2 - InvestWell, 8/28, 12:00PM
Module 3 - LiveWell, 9/4, 12:00PM
Module 4 - ProtectWell, 9/25, 12:00PM

Rebecca Saccone

Financial Planner

Baystate Financial

Rebecca received her Bachelor’s of Science in Business Management from Mount St. Mary’s University in Emmitsburg, Maryland where she played Division I Women’s Golf.  She holds her Series 6,7, Series 63, Series 65 as well as Life and Health Insurance licenses. 

Rebecca lives in Canton, MA with her husband and her dog, Riley a bernedoodle. She is happiest spending time with family and friends.  During her free time, she enjoys playing golf, cooking, and reading a good book by the water.

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PlanWell™ Series: Module 4 - ProtectWell
09/25/2024 at 12:00 PM (EDT)  |  60 minutes
09/25/2024 at 12:00 PM (EDT)  |  60 minutes Module 4 - LiveWell: Protecting a fulfilled life and retirement In this session, we explore how you can protect your ability to make and save money. Even more importantly, we cover how to protect yourself financially against the unexpected hardships that life can throw your way. You’ll leave the series knowing how to build a more protected plan for your future.  Ensure that important documents are up to date  Understand the importance of disability coverage to protect income  Take a detailed look at life insurance  Explore the full scope of health coverage options  Review the topic and value of estate planning  Learn how auto, home, and umbrella coverage can protect one’s assets *checkout the other workshops in the series, all free for NEHRA Members! (must be a NEHRA member to attend) Module 1 - SaveWell 8/14, 12:00PM Module 2 - InvestWell, 8/28, 12:00PM Module 3 - LiveWell, 9/4, 12:00PM Module 4 - ProtectWell, 9/25, 12:00PM
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Survey - PlanWell™ Series: Module 4 - ProtectWell
6 Questions
6 Questions A quick survey to evaluate the effectiveness of this NEHRA session (3-4 minutes max)
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