The Retirement Planning Seminar, conducted on April 25, was a complete success. Your knowledge, expertise, facilitation skills and professionalism regarding the subject matter was quite apparent. The topics were relevant, informative and easily integrated with the Company benefit program segments.
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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