Mid-Career Money Strategy Workshop

Mid-career is an important time to remind employees to check in on their financial strategies and see whether they still support the lives they want to live today and in the future.

This workshop helps participants review retirement progress, risk tolerance, family responsibilities, and estate considerations while balancing current spending with long-term investing. A practical checkpoint worksheet helps identify priorities and define next steps.

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Real Stories, Real Impact.

A Testimonial from an MSA Member

"Very informative. Having more sessions like this would be a benefit."^*

Classes to Consider:

MSA’s Keys to Financial Health Financial health is shaped by everyday choices and long-term priorities that all your employees balance. Explore Class

Debt Reduction Strategy Session Paying down debt can feel overwhelming to employees, but a clear strategy can make progress more manageable. Explore Class

Sandwich Generation Planning Session Caring for someone you love can affect your time, finances, and overall well-being. Explore Class

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Select “Order Class” to email our team for support.

*My Secure Advantage, Inc., 2026. These outcomes reflect employee-reported progress from working with a Money Coach beyond attending an educational session. Individual results may vary.
**This testimonial was provided by a member of MSA. They did not receive compensation of any kind for their statement.

My Secure Advantage, Inc.
3001 Lava Ridge Ct. #250
Roseville, CA 95661
United States

888-724-2326

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