This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.

Information has been obtained from sources believed to be reliable but is not guaranteed as to accuracy. Please refer to the Summary Plan Description for more detailed information.

FinWell Connect is an educational platform and referral program offered by Alera Group. Investment advisory services offered through Alera Investment Advisors, LLC. The information contained in the provided format(s) is for educational and informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector or strategy to any individual person or entity. The educational materials presented have been obtained from sources believed to be reliable but is not guaranteed as to their accuracy.

Content provided includes collaborated material from both Venrollment LLC, a third-party provider, and the affiliated registered investment advisers of Alera Group (“Alera”). Alera nor its representatives have an obligation to update Venrollment materials and have no liability arising from the Venrollment created content.

For specific information, please refer to your Summary Plan Description. If you need personalized investment advice specific to your needs, please contact your financial professional. You should consult a tax professional for specific tax inquiries and concerns.

When, and if, engaged to provide personal investment advisory services, they are offered through the affiliated registered investment advisers of Alera and their adviser representatives. A copy of the written disclosure statement discussing advisory services and fees is available for your review upon request at www.aleragroup.com/disclosures.