TCG, a HUB International company

Uncover the secrets to a financially-healthier workforce in an enlightening conversation with two valued clients on October 12 at 12PM CST. Join our very own Christopher Jamail, CFP® and Matt Escalante, CFP® as they delve into real-life success stories and actionable insights that can revolutionize your organization's approach to employee wellbeing. This isn't just a webinar—it's a journey towards empowering your employees from Surviving to Thriving. Sign up here: https://lnkd.in/gWfUVbBj #FinancialWellness #EmployeeBenefits #Retirement #FinancialHealth

Secure your financial future with these 3 essential retirement planning tips! Whether you're just starting or already saving, our latest blog post has valuable insights to help you retire with confidence. Check it out here: https://tcg.li/4dLWCSI . . . #RetirementPlanning #FinancialSecurity #FutureReady

June had an amazing time connecting with everyone at the Aldine ISD Open Enrollment Event! Thank you to everyone who stopped by our booth and took the time to learn more about our retirement planning services. Your enthusiasm and engagement inspires us to keep pushing for excellence. . . . #ReadyForTomorrow #OpenEnrollment #AldineISD #EducationMatters #TCGCommunity #JoinUs

Excited to be on an upcoming panel covering how to implement #retirementincome solutions in your retirement plan, along with a group of panelists who have done just that! Join us on Thursday August 8th (Register Here: https://lnkd.in/g3WtG8T3 ) and hear the experiences from advisor, recordkeeper, and more on what's worked, what hasn't worked, and what they wish they had known before they started! Jessica Fox, CRPS® from Nuveen, a TIAA company will lead the panel featuring Chuck Williams, CFP, CRPS, AAMS, AIF from Finspire, LLC, Scott Hauptmann from TCG, a HUB International company, and yours truly where we will have a conversation on How To: ✅ Identify strategies to employ when considering the implementation of in-plan retirement income solutions. ✅ Determine those strategies that should be avoided when considering retirement income solutions, which may vary based on plan size and type. ✅ Develop action steps to commence introducing retirement income solutions to plan sponsors – beginning with a plan sponsor communication strategy. #lifetimeincome #retirementincomeconsortium #guaranteedincome #401k #retirement Broadridge, Fi360 (now Broadridge), Bonnie Treichel, John Faustino AIFA®, PPC®, Brendan McCarthy, Charise Debski, CSM®, AllianceBernstein, Allianz Life, ARS, BlackRock, Brighthouse Financial, CANNEX Financial Exchanges Ltd., Endeavor Retirement, iJoin, Income America, IPX Retirement, National Association of Plan Advisors, Nationwide, SS&C Technologies, TIAA, Vestwell, Micruity

Matt Escalante, CFP® is featured in PLANADVISER discussing trends in workplace financial wellness. Check out the full article here: https://lnkd.in/gAqE7Y67 . . . #ReadyForTomorrow #FinancialWellness #Leadership

TCG is proud to sponsor the Alief ISD Education Foundation's Annual Golf Tournament! Join us in supporting education and enjoying a day on the greens. Together, we’re driving for success! - - - #ReadyForTomorrow #CommunitySupport #GolfForGood #AliefISD #EducationMatters

Last week Louis Perez and Javier Zamora Jr. Zamora, led an engaging session on Retirement Planning and FinPath at the FBISD Men's Health & Wellness event. We're thankful for the opportunity to share valuable insights with Fort Bend ISD employees, helping to educate them on how to build a robust financial future. Thank you for having us, and for your commitment to employee wellness and financial education! . . . #ReadyForTomorrow #FinancialPlanning #Retirement #EmployeeWellness #FortBendISD 

David Rodriguez CPM, MBA and Steve Orta will be attending the TCMA Annual Conference in South Padre Island next week! The Texas City Management Association (TCMA) is dedicated to promoting excellence in city management across Texas. We're looking forward to connecting with fellow professionals and gaining insights to improve how we serve our communities. . . . #ReadyForTomorrow #TCMAConference #CityManagement #TCMA2024

We're proud to have had Marques Cormier and Javier Zamora Jr. Zamora represent our FinPath program at the 2024 Annual Health & Wellness Fair for Region 4 employees! Marques and Javier showcased how FinPath empowers employees with the knowledge and tools they need to achieve financial success and well-being. A big thank you to Region 4 for hosting such a fantastic event and to all the attendees who engaged with us. Together, we're building a future where financial health is a key component of overall wellness. #FinancialWellness #EmployeeBenefits #HealthAndWellness #FinPath #TCGHUBInternational #Region4

Ready to take control of your retirement planning? Check out our latest blog post: "7 Retirement Terms You Need to Know" to get started on securing your financial future! Read it here: https://tcg.li/3XbL3z9 . . . #ReadyForTomorrow #RetirementPlanning #FinancialFreedom #InvestSmart #SecureFuture