David immediately set about making retirement participants feel welcome and comfortable. Within the first few minutes it was apparent to me that the participants were engaged in his presentation and ready to talk about their interests, thoughts and needs around the question of their personal adjustment to the next phase of their lives. I could not have asked for a more comprehensive, thoughtful, and professional 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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