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currently help a parent or older relative manage their finances or care, or they expect to in the future.^*

Sandwich Generation Planning Session

Caring for someone you love can affect your time, finances, and overall well-being. This session helps participants set healthy boundaries, build a care-related budget, and balance competing life priorities.

Attendees will assess their capacity and financial trade-offs while creating a more sustainable caregiving action plan using practical tools and trusted resources.

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Classes to Consider:

Budget Builder Lab: Create a Spending Plan That Works This session walks employees through building or refining a spending plan using their real-life numbers. Explore Class

Retirement Readiness Will your employees’ retirement savings support the lives they want? Explore Class

Economic Uncertainty Planning Session Rising costs of living and economic uncertainty can strain employee budgets and create stress that may carry into the workplace. Explore Class

ORDER CLASS

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

*Self-reported data from MSA Insights attendees, April 2026. My Secure Advantage, Inc. Accessed July 2026.

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

888-724-2326

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