On-Site Educational Services
In-person education is one of the most effective types of education for participants and while all of our interactions are designed to provide a similar experience, we place a particular emphasis on face-to-face interactions through visits to employer worksites.
On-site education is delivered by our licensed representatives:
- Retirement Plans Specialists are participants' primary contact for all plan-specific issues and help educate participants about the products and services we offer.
- Financial Planning Managers, all of whom hold the CERTIFIED FINANCIAL PLANNER® designation, help participants plan their overall financial future.
Both are available for:
- Group meetings, including presentations, discussions, and in the case of the Financial Planning Managers, hands-on workshops.
- Individual consultations allow participants to meet one-on-one to review their specific circumstances.