Live with MainStreet – EP 29 – Open Enrollment

open enrollment

Live with MainStreet

Live with MainStreet – EP 29 – Open Enrollment

In the October 2018 episode of Live with MainStreet, Anna, Jim and Liz answer client questions on open enrollment. They’ll discuss:

  • The list of choices you have to make during open enrollment season, including insurance options and a review of your retirement contributions
  • The health insurance landscape, including how much coverage you need depending on your circumstances
  • Disability insurance considerations
  • New lifestyle employee benefits that are now being offered by many employers

 

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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