Specializing in 401(k) | 403(b) | Defined Benefit | SIMPLE 401(k) Plans
Expert Retirement Plan Advisory Services for Businesses
Employee Education Services
Explore a range of services designed to enhance financial well-being for employees, delivered in an understandable and approachable format. From in-person employee sessions to online webinars and beyond, each service is tailored to address your specific needs.
On-site Enrollment Meetings
On-site group enrollment and re-enrollment meetings are interactive live presentations that ensure employees are well-informed about their employer-sponsored retirement plan. Each session provides an overview of the plan design, investment options, resources available, and how to enroll.
Webinars
Give employees the convenience to engage in live virtual webinars using Zoom or Microsoft Teams from "virtually" anywhere. Live webinars are available for enrollment meetings and financial wellness workshops. These sessions can be recorded to share with employees to watch at their convenience.
Benefits Fairs
Having a Retirement Education Consultant at your company's next benefits fair offers numerous advantages. Help employees understand their retirement options and make informed decisions while fostering a culture of financial wellness within the organization.
Individual Employee Consultations
Employees often have personal questions they would rather ask during a one-on-one session instead of in a group setting. Individual sessions allow employees to get quick answers from a retirement plan expert. Consultations can be held on-site after a group meeting or virtually via telephone or video conferencing.
Enhance your employees' financial literacy with Financial Wellness Workshops. I cover a variety of essential topics, including investment basics, debt management, retirement readiness, budgeting, and more. These interactive sessions provide actionable strategies to help employees achieve their financial goals. Whether in person or virtually, my workshops are designed to fit your team's needs.
Get in Touch
Suzan Hall, CFS®
Hall Financial Wellness
Located in beautiful Huntington Beach, California
Serving clients nationwide and virtually
(213) 787-4015