Office Reopening and Things to Know

As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety precautions are taking place?

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The View From The Pinnacle

As we transition into the next phase in Utah, how is the Elevated Retirement Group shifting and responding? What should you expect in the office and what kind of safety precautions are taking place?

Click the timestamps below to fast forward to certain points of the episode.

 

Thing’s You’ll Learn Along Today’s Journey

Utah just opened up some of the restrictions which means more options at work (and more baseball!). So, what does this mean for Sean’s team? How are they keeping safe and adjusting to the next phase during coronavirus?

Going from all virtual meetings to some in-person will take time. Employees will begin to work in the office, but the majority of meetings will continue to be virtual for the time being in order to keep families and clients safe. If you do come to the office, masks will be required and hand sanitizer will be available. Meetings will be spaced out to provide ample time between clients in order to sanitize the office.

What other ways will social distancing be maintained within the office? Sean shares the different ways that the office will be set up for use. Ultimately, this may be a bit inconvenient, but if it allows everyone to feel comfortable and safe, then it’s worth it.

Regardless, Sean and his team are still available to meet (even if primarily virtually) and will continue to provide financial reviews and help you achieve your financial goals.

Listen to the full episode or click on the timestamps below to hear about a particular office precaution.

0:28 – What is happening at the office?

3:27 – Virtual meetings will continue.

4:17 – Masks will be worn in the office.

5:21 – Social distancing will be maintained.

6:02 – This may be inconvenient, but we want to do everything we can to keep safe.

 

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For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

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