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BA Click & Connect: Optimizing Education in GRSPs
July 4 @ 12:30 pm - 1:15 pm EDT
Join us on Thursday, July 4th from 12:30pm-1:15pm EST as peer Cary Brunett, Service Manager at BA Member Firm Sutton Benefits & Pension, leads an interactive discussion focused on employees, that involves different layers.
Cary will go over individual meetings about plan details and investments as well as group sessions for enrolment and various educational topics.
Cary shared that “We are very hands-on with our clients and their staff to allow them to be more active in their savings.”