From plan‑specific education to deeper financial wellness guidance, our seasoned wealth management advisors take the time to understand your programs, people, and culture, providing tailored support across every stage of an employee’s career. For those seeking more comprehensive planning or help with specific goals such as refinancing a home or saving for a child’s education, OpenArc offers personalized, one‑on‑one assistance through a dedicated wealth management advisor.
On-Site + Virtual Seminars
- Content tailored to plan sponsor needs
- Delivered by OpenArc professionals knowledgeable in company benefits and culture
- Traditional and panel-discussion formats
- Engaging benefits fair coverage
One-ON-ONE ASSISTANCE
- In-person or virtual delivery
- Employees drive discussion topics
- Delivered by licensed OpenArc Wealth Management Advisors
- Solicitation not permitted
Engaging Content
Browse topics below to see a sample of educational content offered.
Plan education
Getting Started
Preparing for retirement
Life events
- 401(k)
- NQDC
- Equity awards/ESPP
- HSA
- Establishing goals
- Setting financial priorities
- Defining risk tolerance and time horizon
- Understanding Social Security
- Medicare eligibility and paying for healthcare in retirement
- Timing retirement
- Creating a retirement income stream
- Understanding distribution options
- Education planning
- Caring for aging parents or children with special needs
- Estate planning
Plan education
- 401(k)
- NQDC
- Equity awards/ESPP
- HSA
Getting Started
- Establishing goals
- Setting financial priorities
- Defining risk tolerance and time horizon
Preparing for retirement
- Understanding Social Security
- Medicare eligibility and paying for healthcare in retirement
- Timing retirement
- Creating a retirement income stream
- Understanding distribution options
Life events
- Education planning
- Caring for aging parents or children with special needs
- Estate planning