A rolling hill of Sacramento's Central Valley not far from the retirement plan advisers at Genovese Burford & Brothers.
 

Participant Advocacy: Plan Design, Education, Advice

 

Participant advocacy is more than just participant education. It’s beginning-to-end retirement solutions tailored for the participant’s retirement future. We believe early engagement ensures employees can maximize their benefits received. Employees supported by a GBB advisor feel empowered, and feeling empowered creates good participant outcomes. Our goal is to put your employees in position to excel in meeting their retirement goals.

Most employees are not confident in their ability to build a saving and investment strategy, and we are focused on building confidence by improving the quality of saving and investment decisions.

GBB’s program is designed to increase and protect the retirement income of employees.  We have the track record to prove it. Our approach leverages our expertise in plan design, participant education, and participant advice to build a participant advocacy program.

Plan Design = automate a path towards success

Participant Education = inform and motivate

Participant Advice = make a great decision

 

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

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