BFSG University for Genesis Healthcare Partners

UPA 401(k) Enrollment Meeting

An introduction to the UPA 401(k) Plan, including how to enroll, the benefits of saving, and ways to invest in the Plan.

Financial Planning Welcome

An introduction to what you can expect from BFSG’s financial planning services

The 7 Pillars of Financial Planning

A case study highlighting the steps to develop a financial plan, with an actual client as the example.

For additional content, please visit our main BFSG University page.