Getting There

FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY

82. Making the Most of Employee Benefits with Erik Schei, CFA

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  • Esther Szabo and her associate Erik Schei discuss personal insurance options provided by employers and private companies.
  • They reveal the potential benefits and disadvantages of each and what you need to consider when selecting the best options for yourself.

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GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor

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