JULY CHECK IN
I hope you are having a nice summer and keeping cool! I wanted to check in to see if you have any changes to your groups that we need to be made aware of. Any new hires that need to be added to your plan? Any terminated employees that need to be removed? If there is anything else we can help you with, please do not hesitate to reach out to us at any time.
LIKE OUR NEW LOOK?
At Edelman Wealth Management Group, we are passionate about helping you reach your destination. We've refocused our website and media to better communicate our process and how we can help you achieve your goals.
Let us know what you think!
Director of Employee Benefits