Participant Education and Financial Wellness

At SevenHills Benefit Partners, we are dedicated to providing our clients with the highest level of education and support to attain successful outcomes. To achieve this, we utilize a variety of methods including in-person meetings, web-based virtual meetings, Brainshark recorded presentations, and a comprehensive Financial Wellness Program developed by our RIA firm, Pensionmark.

Through years of experience, we have found that one-on-one meetings are the most effective way to educate participants. Therefore, we are committed to providing individualized education to our clients.

In addition to face-to-face education, we offer a comprehensive financial wellness program that includes the following services and tools:

  • Bilingual Financial Wellness Help Center
  • Monthly Retirement Connect educational videos and newsletters
  • Monthly webinars on various retirement and financial planning topics
  • Personal Financial Portal
  • Employee Gap/Needs Analysis
  • Online education center
  • Social media news and education

For more information on our financial wellness program, visit the Pensionmark Website.


Our Retirement Plan Advisors


Tony Black, CPFA, AIF, RPA
Tony Black, CPFA, AIF, RPA

CEFEX-Certified Retirement Plan Advisor

Matt Voecks, CPFA, AIF, RPA
Matt Voecks, CPFA, AIF, RPA

CEFEX-Certified Retirement Plan Advisor

Retirement Services

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