Jennifer Kauffman CRPC, CPFA
Associate Director, Financial Wellness, Marsh McLennan Agency
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Join us for a candid conversation about managing finances and building wealth. We will cover crucial topics such as establishing an emergency fund, setting financial priorities, managing debt, and exploring additional resources available to you and your family.
Put it into action! Track your spending to identify patterns and opportunities on page 39 of this Savings Fitness Guide.
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 | September 15, 2026 | 2 pm, ET
Investing Essentials | October 13, 2026 | 2 pm, ET
The Grit-to-Great challenge runs through October 31, 2026. Click here to certify completion.
Associate Director, Financial Wellness, Marsh McLennan Agency