Page 39 - American Vision Partners
P. 39
Retirement
Participant education consulting
Establish education program goals and
objectives
Identify areas of need
Evaluate inancial wellness programs available
through recordkeeper partner
Evaluate potential need for third party
inancial wellness
Compare all options relative to overall
program goals
American Vision Partners — Lockton: A collaborative Healthcare Practice review 39 Lockton Companies
Participant education consulting
Establish education program goals and
objectives
Identify areas of need
Evaluate inancial wellness programs available
through recordkeeper partner
Evaluate potential need for third party
inancial wellness
Compare all options relative to overall
program goals
American Vision Partners — Lockton: A collaborative Healthcare Practice review 39 Lockton Companies
