top of page

On-Site Enrollment Meetings

Optimize Initial Enrollments and Ongoing Refresher Meetings

EndedLocation 1

Available spots


Service Description

Comprehensive on-site meetings to walk employees through their retirement plan basics, plan design, investment highlights, and the enrollment process, ensuring a seamless and informed experience.


Contact Details

  • 213-787-401(k)

    suzan@hallfinancialwellness.com


  T: (213) 787-4015

4000 MacArthur Blvd, Ste 600 East Tower, Newport Beach, CA  92660

info@hallfinancialwellness.com 

  • LinkedIn

Investment advisory services offered through Hall Financial Wellness, LLC.  This site is published for residents of the United States only.  Not all of the products and services referenced on this site are available in every state.  Hall Financial Wellness, LLC does not provide tax or legal advice. 

©2025 Hall Financial Wellness | All Rights Reserved 

bottom of page