Think a colleague would be interested?
Extend an invite!
Join the final session in the Grit-to-Great series where we will explore various investment vehicles, such as bonds, mutual funds, stocks, and target-date funds while learning about the risks and the rewards that accompany each option leaving you equipped to make informed investment decisions.
Put it into action! Take this Investor Profile Survey to translate your objectives, risk preferences, and timeframe into a target investment mix.
Can’t attend? Watch our on-demand presentation instead.
Welcome to the Grit-to-Great Challenge: three workshops, three actions, one stronger you.
Saving for retirement takes more than good intentions in today’s economy. It requires financial grit: the resilience, perseverance, and a long-term mindset that keeps progress steady through market swings and life changes.
The Grit-to-Great Challenge is a multi-part conversation to discover why mindset matters, what the latest research shows, and the tactical steps you can take to build a stronger, more resilient financial future.
Attend each session below, complete each respective task, and enhance your financial grit.
Work, Wages, and Wealth
Navigating Your Retirement Savings
Investing Essentials
The Grit-to-Great challenge runs through October 31, 2026. Click here to certify completion.
Associate Director, Relationship Management, Marsh McLennan Agency
