Money Matters: Personalized Financial Coaching, Education, & Services
Sign up for Q3 Money Matters Sessions: August 15, 2023
Personalized Financial Coaching Sessions
Meet with a certified financial advisor to chat about your personal financial situation. These 30-minute one-on-one sessions are offered quarterly.
Quarterly Retirement Training Webinars
Each quarter, a new training or demo is offered through Principal—Dot’s 401(k) provider—to teach employees about an aspect of financial planning and wellness.
Retirement Readiness Sessions
If you’re within 5 years of retirement, sign up for a one-on-one session with Dot’s in-house retirement expert. These sessions are offered year-round and conducted virtually via Zoom.
About Money Matters
Financial wellness is vital to your overall well-being and affects all aspects of life. Our goal is to help equip you with valuable knowledge as you prepare for different phases of life through the Dot Foods Money Matters financial coaching program.
Money Matters provides 24/7 online access to training, articles, tools, and resources to assist you with money management and education, retirement planning, and many other finance-related topics. It also provides employees with the opportunity to meet one-on-one with a certified financial advisor, attend virtual and on-site training sessions, and work with a retirement expert.
Personalized Financial Coaching Sessions
Sign up for one-on-one sessions with a financial advisor—available every quarter. These advisors are there to chat with you about any topic you’d like financial advice on.
Sessions are available virtually to employees at all locations, with occasional on-site sessions available.
Personalized Financial Coaching Sessions:
Tuesday, August 15: 8:30 a.m. – 8 p.m. CST
24/7 Chat Line & Online Financial Education Portal
Log into the online portal using your Dot email address and take the first step towards financial freedom.
Once you have enrolled in the portal, you will have access to training and tools, such as:
Training Topics
- Budgeting
- Retirement
- Buying a home / mortgages
- Entrepreneurship
- Repaying student loans
- Investing
- Managing debt
- And more!
Tools
- Budget plans
- Retirement analyzer
- 529 savings planner
- And more!
Have specific questions or want to talk on the phone with a financial advisor? Call the chat line at (866) 880-6134 anytime between 9 a.m. to 7 p.m. CST.
Retirement Planning
Quarterly Training Sessions with Principal
Session Topic: Retirement education
Each quarter, a new training or demo is offered through Dot’s 401(k) provider to teach employees about an aspect of financial planning and wellness. Some previous trainings have included:
- 401(k) Basics
- Health Savings Accounts 101
- Investments 101
- Saving for the Future
- The Value of Dot’s Benefits
On-Demand Principal Webinars
- Saving for retirement
- Managing daily finances
- Reviewing your strategy
- Nearing retirement
Retirement Readiness Sessions with Dot Foods
Are you within 5 years of retirement?
Sign up for a one-on-one session with Dot’s in-house retirement expert, Dana, to learn more about when to start taking IRA required minimum distributions (RMD), sign up for Medicare and Social Security, and more.
These sessions are offered year-round and are conducted virtually via Zoom. In-person sessions are available for Dot Foods Mt. Sterling employees.
Tuesday, August 15: 9 a.m - 4 p.m.
Principal: Dot’s 401(k) Partner
Principal is the financial institution we partner with to bring you your 401(k). Principal’s website has a great selection of financial resources for employees to access. Here are a few of our favorites:
Welcome to Principal
Retirement savings moves to make in your 20s, 30s, and 40s
