Understanding Your Work Benefits, 4 November | Event in Raytown | AllEvents

Understanding Your Work Benefits

Raytown Area Chamber of Commerce & Tourism and Building Foundation

Highlights

Tue, 04 Nov, 2025 at 11:30 am

1 hour

5909 Raytown Trfy, Raytown, MO, United States, Missouri 64133

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Date & Location

Tue, 04 Nov, 2025 at 11:30 am to 12:30 pm (CST)

5909 Raytown Trfy, Missouri 64133

5909 Raytown Trfy, Raytown, MO 64133-3860, United States

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About the event

Understanding Your Work Benefits
Understanding Your Work Benefits: Making the Most of What You’ve Earned

Most people don’t fully understand the value hidden inside their workplace benefits — and it can cost thousands over time. This session will break down the fine print and help you get the most out of what your employer already provides.

What you’ll learn:

- How to maximize your retirement plan (401k/403b, pensions, and matches)
- Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) explained simply
- Insurance options at work: what to keep and what to supplement
- Lesser-known perks: tuition reimbursement, commuter benefits, stock purchase plans
- A framework for reviewing your benefits each year and the right questions to ask HR

About the Speaker

Josh Morales has worked in the financial services industry for over 10 years as an investment portfolio manager, advisor, and financial planner. His dream was to create a firm that provided a fiduciary-level service model for more than just millionaires — making high-quality financial guidance accessible to working families and small business owners.

About Nest Financial

Nest Financial is a fee-only fiduciary planning firm located in Raytown’s central business district. We specialize in serving the “99%” — the people too often overlooked by traditional wealth management. Our mission is to empower people with financial knowledge, simplify the intimidating, and build long-term security through practical planning.

At Nest, we believe financial advice shouldn’t be reserved for the wealthy. We provide the same level of care and fiduciary responsibility as large firms, but designed for everyday households who want to feel safe, secure, and confident in their future.


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Ticket Info

Tickets for Understanding Your Work Benefits can be booked here.

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5909 Raytown Trfy, Raytown, MO, United States, Missouri 64133
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Understanding Your Work Benefits, 4 November | Event in Raytown | AllEvents
Understanding Your Work Benefits
Tue, 04 Nov, 2025 at 11:30 am