VIDEO: Filling the Gap: The Impact of Our Group Sponsored Financial Advisory Program - Part 2

by Dan Dorval & Leah Woodly

In this video, we discuss the Pilot Program that allows employers to test drive our group-sponsored financial advisory program at no cost. We also discuss the EBSA and the Department of Labor's view of the support employers should provide to their employees.

To learn more about our Group Sponsored Financial Advisory Program, visit https://dorvalchorne.com/services/group-sponsored-financial-advisory-programs.

To learn more about the Pilot Program email qolplanning@dorvalchorne.com.

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.