Participant Education

Columbia Benefit doesn't leave you in the dark. We are committed to keeping you informed and aware. Our education offerings include:

  • Retirement Income Planning
  • Group enrollment meetings.
  • Individual investment selection and allocation advice.
  • Individual financial planning service.
  • Group seminars on various topics.
    • Market Cycles
    • Budgeting
    • Risk Analysis
    • Insurance
    • College Savings
    • Retirement Planning
    • Any other topic of your choosing
Securities and advisory services offered, in states where licensed, through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC registered investment advisor
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