Participant Education and Financial Wellness
At SevenHills Cleveland Benefit Partners, we pride ourselves on going above and beyond to educate your participants and create successful outcomes. We typically use a combination of face-to-face meetings, web-based GoToMeetings, recorded presentations, and a robust Financial Wellness Program developed by our RIA Pensionmark.
Through years of educating participants, we have learned that one-on-one meetings deliver better results than any other form of education or marketing. We are committed to providing one-on-one education for participants.
To supplement face-to-face education, we provide our participants with a robust financial wellness program that includes the following services and tools:
- Personal Financial Portal
- Employee Gap/Needs Analysis
- Bilingual Financial Wellness Help Center
- Monthly Retirement Connect educational videos and newsletters
- Monthly webinars on various retirement and financial planning topics
- Online education center
- Social media news and education
For more information on our financial wellness program, visit the Pensionmark Website.
