Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.
Joined June 2012
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Ready to take your #financial journey a step further? The Personal Financial Portal is a #secure, interactive platform that you can use to manage your day-to-day and long-term finances. Learn more below!
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Are you considering #BuyingAHome and don't know where to start? Join our webinar Thursday, August 15 at 11:00am PT/2:00pm ET. You won't want to miss it! 🏡
#homeloans #mortgage #firsttimehomebuyers
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By establishing an orderly system, you can easily locate important documents whenever they are needed, fostering a sense of control and peace of mind. #financialtip #financialwellness hubs.li/Q01XXHQk0
While there is widespread concern about student debt and the cost of higher education, data from the U.S. Bureau of Labor Statistics makes a strong case that higher education leads to higher earnings and lower unemployment rates. #financialwellness
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The top questions Plan Sponsors ask for Q3 2023. Click below to learn more! hubs.li/Q01Wh38Y0
Don't forget to sign up today and learn more about your SMARTMap Wellness Program and the tools available to you!
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Ready to kickstart your financial journey with SMARTMap? Join us for a workshop either in on June 22nd (English) or June 27th (Spanish).
Register today!
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Thinking about adding a Financial Wellness Program? Here are three thing to consider. hubs.li/Q01SjmSw0
A recent CNBC survey found that 70% of Americans are stressed about money, which is no surprise given the impact of #inflation and #marketvolatility. See our article below for recommended tips! hubs.li/Q01RCvvr0
Check out the #Q2 #PlanSponsor's Quarterly Calendar for some upcoming notices and events. hubs.li/Q01R2knJ0
Join us tomorrow at 11:00am PT/2:00pm ET for our Identity Theft and Your Finances #webinar. You can learn about the methods used by #identity thieves to steal #personalinformation and how to protect yourself and your #financial accounts.
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Check out the Q2 Plan Sponsor's Quarterly Calendar for some upcoming notices and events. hubs.li/Q01N_VND0
Since the beginning of time, there have been several ages that reflect society propelling itself forward in physical, intellectual and technological ways. Welcome to the Automatic Age! Learn more below. hubs.li/Q01NckcY0
In the 2022 Retirement Confidence Survey, 65% of workers said they expect to #retire at age 65 or older (or never retire), whereas 69% of retirees left the #workforce before reaching age 65. hubs.li/Q01MZVQg0
#PlanSponsors Ask their burning questions around Q2 2023... Learn more below! hubs.li/Q01LWXBr0
During #financialliteracymonth, take some time to check in on your #finances and see how crucial areas of your finances stack up against industry rules of thumb. These are a great place to start as you plan for the year ahead. hubs.li/Q01KQtCY0
#Women should consider #investing for retirement both within and outside of their 401(k) plans for two key reasons: mitigating the #retirement savings gender gap and maximizing financial #security for the long term. hubs.li/Q01Jgp3B0
It is no secret that women face unique #financial challenges throughout their lives, leading to a persistent gender #wealth gap. It's important to acknowledge this while also acknowledging the actionable steps women can take. hubs.li/Q01HwR9L0
In the 2022 Retirement Confidence Survey, 65% of workers said they expect to retire at age 65 or older (or never retire), whereas 69% of retirees left the workforce before reaching age 65. hubs.li/Q01H4FGH0