What I found particularly unique about your presentation, was the energy and enthusiasm that you bring to the room. The employees and their spouses were fully engaged in the topics of discussion to the point they wanted to stay longer than scheduled to continue the discussions. I would recommend you to any company seeking a non-biased, enthusiastic, and very informative retirement presentation.
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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