This year we kicked off a new option for joining MBI members from around the state and spending time networking with colleagues. The Lunch Club occurred on odd months beginning in January at 7 different locations around the state repeating the content at each location. We gathered for some light networking and lunch and then lead into a learning opportunity around the 8 Dimensions of Wellness featuring Financial Wellness specifically.

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So, what is MBI’s definition of Financial Wellness? 

• Providing financial education, actionable resources, and facilitating work-life balance initiatives that contribute to financial wellness. 

• Empowering employees to manage their finances effectively and offering support during times of financial stress in an effort to enhance overall well-being and achieve financial independence. 

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The topic of learning for The Lunch Club was Readiness and Financial Wellness for Construction Industry Professionals, with strategies for building wealth as a construction industry professional, the ‘Why’s and Ways to Save for Now, Soon, and Later’, Debt, Taxes, and finally ‘What Happens When Life Changes’. This was lead by Sean Patrick, Financial Advisor with Equitable and sponsored by Equitable.