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Overview of Employee Education & Wellness Resources

January 2026
Nate Moody, CPFA

At Lebel & Harriman, we believe retirement plans work best when employees understand not just their plan, but how it fits into their broader financial lives. Financial stress does not stop at the plan document, and meaningful outcomes require more than enrollment meetings and generic education. They require access, clarity, and guidance that meets people where they are.

Our Education & Wellness offerings are designed to support employees throughout their working lives by combining plan-specific retirement guidance with practical, real-world financial education. Through one-on-one counseling, customized group workshops, digital learning tools, and ongoing wellness programming, we help employees make informed decisions while maintaining clear fiduciary boundaries and regulatory discipline.

For employees who need support beyond the workplace plan, we also offer personal financial advisory services delivered separately from our retirement plan role. This structure allows us to preserve fiduciary integrity while providing a clear path for individuals seeking comprehensive financial planning, investment management, and retirement income guidance. Together, these services create a cohesive experience that supports both plan sponsors and participants, without compromising the responsibilities that matter most.

1‑on‑1 Meetings with Lebel & Harriman Retirement Counselors

Customized Group Employee Education Workshops

  • In-Person, Virtual, or Pre-Recorded Workshops for organizations and their employees.
  • Topics include plan-specific guidance and a range of financial education topics.
  • Are you an L&H Client? Use our Employee Financial Health Survey to identify where your employees identify as needing the most help and their preferred form of communication.
  • Contact your Retirement Counselor to design a custom education & communication campaign.

Digital Financial Education Resources (Venrollment)

  • Education videos specific to your retirement plan (see sample).
  • Short, 3–5 minute financial wellness videos.
  • Retirement plan contacts & recordkeeper website all in one place.
  • Contact your Retirement Advisor for access to your customized financial education platform.
  • Sample Page Here.

Monthly Financial Wellness Workshops

Monthly Financial Wellness Newsletters

L&H Learning Center

Overview of Personal Financial Advisory Services

Saving Phase

  • Cash Flow Management
    • Budgeting & Debt Management
    • Tax Planning
    • Goals-Based Savings Optimization
    • ESOP / Equity Compensation
  • Financial Planning & Analysis
    • Investment Management
    • Insurance Needs Assessment
    • Estate Planning Coordination
    • Education Funding Analysis

Retirement Phase

  • Cash Flow Management
    • Withdrawal Strategies
    • Tax Bracket Management
    • Social Security Optimization
    • Health Insurance Coordination
  • Financial Planning & Analysis
    • Investment Management
    • Retirement Modeling & Monte Carlo
    • Tax Allocation Strategies
    • Estate & Legacy Planning

To learn more about our personal financial advisory services, please click here!

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. | 130 Springside Drive, Suite 300, Akron, OH 44333–2431 | Telephone: (800) 765‑5201 | Lebel & Harriman, LLP and Lebel & Harriman Retirement Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

This material is for informational purposes only and is not intended to provide, and should not be relied on for tax, legal, or investment advice. You should consult your own tax, legal, and accounting advisors before making any decision.

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