You have two options to complete the Financial Wellness activity:
Financial Wellness Video Course
Complete a video course.
Completion will appear in your account within 7 days of finishing the course.
In-Person or Phone Meeting with Principal
Complete a meeting via Retire Secure with your Principal representative.
Completions are uploaded monthly.
Important:
The $50 credit is available once per participant, but you may complete as many courses as you like for your personal development.
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