Looking At Your Benefits Through The Lens Of A Financial Advisor

Open enrollment is a timely opportunity to look beyond your benefit elections and consider how your insurance coverage fits into your broader financial plan.

Join Niraj Chhabra of Sidebar Advisors and Stacey Lawler of OWR Opinion LLC for a practical discussion on reviewing life and disability insurance with your income, family, financial goals, and future needs in mind.

We’ll explore what to consider when evaluating your current coverage, where potential gaps or limitations may exist within employer-provided benefits, and how your insurance needs can evolve as your career and responsibilities change.

Wednesday, October 28
12:00–12:30 PM ET

Register to join us for a practical insurance review designed with attorneys in mind.