Participant Education

Participating in a retirement plan can be intimidating to many employees. Canby Financial Advisors understands this, and we provide the educational services to make your employees more comfortable with the decisions they must make in order to participate in and benefit from your organization's retirement plan.

Enrollment Meetings

  • Explain the plan details: eligibility, matching contributions, vesting, and the like 
  • Describe the investment options and how to diversify their account
  • Educate employees on overall retirement planning

Quarterly Newsletter
In addition to our on-site meetings, Canby Financial Advisors will send each participant a quarterly newsletter, designed to remind your employees to contact us with any questions. We want to save you time and hassle by having your employees contact us rather than you.

Please contact us with your questions or to schedule a meeting at 508-598-1082 or at info@canbyfinancial.com.