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
CEFEX-Certified Retirement Plan Advisor
Matt Voecks, CPFA, AIF, RPA
CEFEX-Certified Retirement Plan Advisor
