Wellness Wednesday Webinar-Investing 201 with Frank Booth (VOYA)

Hello Colleagues,

Please join us for another Wellness Wednesday Webinar- this time we focus on Financial Wellness.

📈 WEBINAR INVITE: Investing 201 — Learn How to Balance Your Portfolio with Periodic Reviews [Brought to you by Voya Financial Advisors]

👨‍🏫 MEET YOUR SPEAKER

Frank Booth
Financial Advisor, Investment Advisor Representative – Voya Financial Advisors

With over 30 years in financial services and two decades focused on retirement plans for the public sector, Frank brings deep expertise to this session. He is a Chartered Retirement Plans Specialist and holds a Master’s Degree in Organizational Design. Known for helping clients achieve long-term financial clarity, Frank makes complex financial topics approachable and actionable.

Webinar Details:
📅 Date: May 7, 2025
⏰ Time: 12 PM to 1 PM
📍 Location: Virtual

💬 ABOUT THE WEBINAR

Join us for Investing 201, an intermediate-level session that will help you refine your investment strategy. Whether you’re looking to better understand asset classes or optimize your portfolio allocation, this session will provide practical tools and insights.

This engaging and educational session will cover:

• Understanding core and sub-asset classes
• Growth vs. value investing
• Asset allocation strategies tailored to your goals
• Managing investment risk
• Long-term planning and smart withdrawal strategies
• Tax-efficient investing (Roth vs. Traditional)
• How to use the right tools to stay on track

🎯 WHO SHOULD ATTEND?

Anyone looking to gain more confidence in managing investments, especially employees in education, government, or healthcare seeking to maximize their retirement plan potential.

✅ REGISTRATION IS FREE!

Click here to Reserve your spot today: