I am writing as a follow-up to our recently completed Retirement Planning Workshops for Wesleyan University faculty and staff. First, I want to let you know that the workshops were a great success and I have received universally favorable comments from those who attended, and they tend to be a sophisticated, knowledgeable group. I’m sure we will want to have you back this fall. Your enthusiasm for the material, sense of humor, and broad knowledge made the workshop experience a delight for all who attended.
In light of the COVID-19 virus, we can now deliver all our services remotely via Zoom. This includes our one-on-one Financial Coaching as well as our Learning Modules.
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