The Growing Importance of Participant Advice (Webinar Recording)
The events of the last 18 months have shown the increasing importance of access to advice and financial wellness for participants.
The events of the last 18 months have shown the increasing importance of access to advice and financial wellness for participants. Amid the uncertainty and growing concerns about market volatility, participants looked to these offerings for perspective as they navigated the turbulence caused by COVID. The environment has changed, and now is the time for plan sponsors to consider expanding their programs to take a more holistic approach to financial wellness.
In this webinar recording, Debra Gates, advice and wellness manager, and financial advisors Steve Wilt and Che-Che McCrimmon review best practices and the latest trends when it comes to advice offerings.
Legal Notice
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
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