Financial Literacy Month
Benefit Financial Services Group (BFSG) is deeply committed to empowering our clients through transparency and education, believing that an informed investor makes the best decisions.
To celebrate Financial Literacy Month, Pepperdine Human Resources has partnered with BFSG to share a series of short videos covering essential topics like:
- Effective Budgeting
- Best Ways to Save
- Roth Catch-Up Rules Explained (updated with 2026 changes)
- Roth Accounts Explained
- 5 Mistakes in Planning for Retirement
These videos are designed to simplify key financial concepts, helping you and your loved ones make smarter financial choices. We encourage you to explore these resources, share them with your network, and spark meaningful discussions about financial wellness. BFSG is passionate about helping people take control of their financial futures—and they are here to support you every step of the way.
If you have any questions or wish to discuss your financial goals further, do not hesitate to reach out to BFSG!