Build Your Financial Foundation
Learn the basics to guide you now (and later).
What you’ll do
Here's what we'll cover during our interactive session.
Welcome and Introduction
Michael Kimmel, CEO, RPB
Build Your Habits
Dennis Gump, Workplace Financial Consultant, Fidelity Investments
- Set goals that fit your life
Give direction and meaning to your money. - Spend with intention
Replace budgeting anxiety with a spending plan that matches your values. - Build your safety net
Be ready for life’s surprises. - Manage debt and credit wisely
Shift from stress to strategy—paying off debt is a good investment. - Save and invest with purpose
Take small consistent steps that grow your money over time.
Grow With Your Plan
Michael Kimmel, CEO, RPB
Learn how to get the most out of your RPB Plan.
What's Next
Stephanie Berger, CMO, RPB
How to keep the momentum going.
Q&A