Jennifer Klismet

Chief Financial Officer Vaughan Industries

About

Jenny is a dedicated Financial Planner and Educator who empowers individuals to understand their finances, make informed financial decisions, and achieve long-term stability—often for the first time. With a background in business consulting and human resources benefits, she now specializes in retirement planning, employee financial wellness, and breaking cycles of financial misunderstanding.

Understanding personal finances: (45 minutes)

• Budget: Why?/ How to budget for success / Sample spreadsheet
• Savings: When to save / How to save / How much is needed in a savings account / Where to save
• Investing options: Investing vs Saving / Investing tools / Types of investments / Strategies

Understanding employer benefits and the real cost to you: (90 minutes)        

• Personal benefit options: Employer benefits / Employer paid vs. Employee paid / What options are there and what do they mean / What is good for you and your family / Things to consider when selecting benefits / True cost of the benefits and how it affects your paycheck
• Business benefit options: Benefit options available to business owners / True costs of benefits / Communicating the true benefit to the employees

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