NCH HEALTHCARE SYSTEM | Helping everyone live a longer, happier, and healthier life.

Hello again, team. I want to take a moment to address the recent uptick in COVID hospitalizations in our Healthcare System. Here at NCH we have seen a drastic rise in COVID hospitalizations due to those unvaccinated. Our positivity rate inhouse is 13.38%. In fact, as of July 26, 2021, we had 82 COVID patients between our two hospitals. Of those, 70 were unvaccinated against COVID.

Patients who have not received the vaccine were experiencing more severe symptoms than their vaccinated counterparts. The age of those hospitalized has also skewed younger as the virus continues to impact more of those under 65 years of age, which is in keeping with national data showing lower vaccination rates in the younger populations. Just like the flu vaccine, the COVID vaccine does not have 100 percent effectiveness but has been proven to prevent more serious symptoms and conditions.

Therefore, in an effort to better safeguard our staff, patients, and visitors, we have updated our visitor policy to allow only one visitor per patient until further notice. Visitation hours remain unchanged (9am to 6pm daily) and masks remain a requirement for all those who enter an NCH facility.

The rise in COVID hospitalizations locally is concerning. This increase in cases over a rather short period of time should be a warning to us all that this has become an unvaccinated pandemic and we must continue to be diligent, share facts and stand united.

I want to take this time to remind our staff and our community that we must continue to be diligent in preventing the spread of COVID. NCH Healthcare System encourages all to get vaccinated. Currently, 52% of our staff are fully vaccinated, but more of us need to get the vaccine. As healthcare workers, we owe it to our community to set the example highlighting the effectiveness of the COVID vaccine. If you’re not vaccinated, please remember to wear a mask, practice physical distancing, and please continue to diligently wash your hands.

07/27/2021

TUESDAY TEAM TALK

PAUL HILTZ UPDATE

07/27/2021 | TUESDAY TEAM TALK

QUALITY

Everyone Deserves Safe, Reliable, and Consistent Person-Centered Healthcare

This is the “WHY” behind building high reliability in our everyday practice. Our goal is to eliminate any chances of preventable harm to our patients. We know that this will take dedication, expert knowledge, and most importantly, passionate leaders to achieve this goal. The leaders dedicated to the Zero Harm Committee are listed below. These leaders are multidisciplinary, by design, as no one discipline in the complexity of healthcare, can achieve this alone. If you are interested please contact Dr. Carlos Quintero, Diane Denny, or Katherine Bassili.

Zero Harm Effort

Physician LeadDowntown Baker Nursing

North Naples Nursing

Quality & Safety Team

CAUTI Dr. Frank Vina Suzanne Graziano Katie MatthewsGeorgine Kruedelbach

Chris Vasta

CLABSI Dr. Vishal Patel Elizabeth Gutierrez Maria KesslerGeorgine Kruedelbach

Chris Vasta

CDIFF/MRSA Dr. Dairo Castillo Michael Thweatt Katie MacklemDonna Lee

Kristen Limb

SSI Dr. J Obi Michelle Hoffman Colby GarrityDonna Lee

Kristen Limb

HAPI Dr. Daniel Cueto Natalie Bigica Nancy KaplanJeannie Kellogg

Chris Vasta

Falls Dr. Ron Garry Nicole Bishop-Tregea Angela Devaney

Safety: Katherine Bassili

Kristen Limb

Risk: Jeannie Kellogg

Executive: Diane Denny

PE/DVT Dr. Julieta Gilson Kristen Miller Vancheska KochKatherine Bassili

Kristen Limb

Restraints Dr. Ryan Humphries Denise McNulty Jessica BarnesDora Krauss

Chris Vasta

07/27/2021 | TUESDAY TEAM TALK

QUALITY

Regulatory Readiness

Everyone can help make the hospital’s physical environment comply with regulatory requirements to make the hospital safe for our patients.

See the checklist below:

Keep hallways clear and exit doors unlocked

Crash cart log complete and current

All doors should open 90 degrees

Crash cart and box are locked

Fire exit signs are lit and visible

O2 tank on Crash cart is secure and > partially full

3 ft. clearance around fire pull stations and

extinguishers

Defibrillator has current biomed sticker

Electrical panels locked with 3 ft. clearance; not

obstructed

Alcohol hand dispenser not installed within 6 inches of

electrical outlet

Staff knows location of pull stations and extinguishers

No expired patient supplies

Staff knows meaning of RACE and PASS

Biomed stickers current on all patient care equipment

Call “33333” for emergency codes

AED testing log complete; pads not expired

Partially full and empty O2 canisters are stored

separately

Blanket warmer temp set to 120

O2 canisters tightly secured in carriers

Fluids stored in warmer labeled with 14-day expiration date/log completed for fluids

O2 storage rooms have signage on doors

Temp set at 104 for fluids in warmer

Supplies are stored at least 18” from ceiling

Glucose controls labeled with 90-day expiration

No stained, damaged, or missing ceiling tiles

Blood and lab specimens immediately labeled in

presence of patient

Sprinklers are clean without dust and paint

Emergency eyewash weekly testing log complete

Staff know location of gas shut over valves and who can

shut them off

Toaster and toaster ovens in break rooms have completed

HVA Safety form 2.3.31(a)

No tape on smoke detectors or fire strobes

Lids cover emergency eyewash; no dust present

No extension cords on patient care equipment

No open undated EKG electrodes on unit

No extension cords on appliances

No items under any sink

Extension cord use only for temporary use and not for

patient equipment

Linen and trash chute doors close automatically and latch

(hear it click)

Hospital grade power strips for office equipment

Sani-wipe containers marked with wet contact time

GFCI electrical outlets within 6 ft. of water source

Hand hygiene before and after glove use

No propping open doorsWash “in” and wash “out”

of patient’s rooms

07/27/2021 | TUESDAY TEAM TALK

QUALITY

Regulatory Readiness cont.

Sink splash area is clear and accessible

Clean linen is covered No dust in vents PPE stocked and available

Staff drinks are in Hydration Station only

Staff wearing PPE including eye protection

No cardboard shipping boxes in patient care areas

Glucometers are clean and not cracked

Patient room floors, bathrooms and surfaces

are clean and dust free; no garbage on floor

Clean equipment store in clean utility room

Patient care items are stored separately from office and

cleaning supplies

Clean equipment marked with “sanitized sash”

Tops of Pyxis and Accudose machines are dust free

All supply storage carts/shelves have plastic liner on

bottom shelf

Sharps containers are in holders and not filled past

the “fill line”

High level disinfection is completed per manufacturer’s

guidelines

Clean pt. refrigerators, microwaves, ice machines

Supplies are stored off the floor

Blood spill kit is available, and staff knows location

Laryngoscope blades and handles sterilized and stored

in seal wrap packages

All non-dedicated patient care equipment is cleaned

between use

Multi-dose vial medication labeled with 28-day

expiration date

Patient refrigerators/freezer have functional

thermometersNo expired medications

Refrigerator and freezer temp logs are current, if out of

range then document action taken to correct

High risk and sound alike/look alike medications have segregated storage and clear

labeling

No staff food/drink in patient refrigerator

Pharmacy waste disposed in black box

Patient’s personal food items labeled with name and

expiration date (no more than 24 hours)

No mixed red bag (biomedical waste) with

regular waste (clear bags)

No open milk containers; no expired food/drink in

refrigerator

Meds and syringes are securely stored-not in pockets

or on WOWs

Staff can locate MSDS or SDS on-line

Staff know location of chemo waste spill kit and how to

use it

Chemicals, cleaning, and hazardous materials listed on MSDS or SDS on-line

inventory

Staff know that Fentanyl patches are disposed of in controlled substance Rx

waste containers

Bio-medical waste permits current; Manifest and

disposal certificate paired signed only by staff with DOT

training

Staff able to indicate their assigned role (responsibility) during fire and emergency

management codes

If you have questions related to this content or ideas for future articles, please contact Dora.Krauss@nchmd.org or Cathy.Osika@nchmd.org.

07/27/2021 | TUESDAY TEAM TALK

QUALITY

GOOD CATCH FOR SAFETY

Good Catch by NN 4 CardiacTele: The nurse was confirming an IV piggyback medication before hanging it. They noticed that the concentration on the label and the order did not match. They notified pharmacy immediately for the dose concentration to be corrected. This was a Great Catch by nursing which gave us the opportunity to review our medication delivery process and a great example of why it is so important to scan medications as an added safety measure. Thank you for reporting this Great Catch!

ANNOUNCEMENTS

Clarification on Administrative Roles

There was a communication that was shared a couple weeks ago regarding the changes in leadership roles within administration. In the communication we thanked our COO, Phil Dutcher, for his years of service to NCH as we celebrated his retirement and announced the promotion of Jon Kling, Chief Nursing Officer, to the role of COO. We also shared that Matt Heinle, our General Counsel, will be leading Human Resources moving forward. Previously Human Resources reported to Phil Dutcher. Renee Thigpen, Chief Human Resource Officer for the NCH Healthcare System continues in her role. The only change is the reporting structure due to Phil’s retirement.

Join the LEAP Committee Today

We are currently inviting all LPN’s to join us in developing a clinical ladder for LPN’s. In joining this committee, you will have your voices heard and your hard work recognized. For more information or to join this committee, please contact Michelle Gulley by emailing Michelle.Gulley2@nchmd.org. We can’t do this without you - join the LEAP committee today!

07/27/2021 | TUESDAY TEAM TALK

ANNOUNCEMENTS

Veterans Wall Call for Items

On June 30, NCH held a public dedication for the Wall of Honor, recognizing NCH employees, care providers, physicians, and others who have served our nation in the armed forces. Led by Paul Hiltz, we had tremendous support from our local elected officials, NCH team members, and our local first responders. The display at the Baker campus and the North Naples campus each include a digital display showing images submitted of veterans from their time in service. There is also a locked display case housing memorabilia loaned to the hospital from veterans; items such as helmets, uniform shirts, and artifacts from service overseas. The Wall of Honor also pays tribute to law enforcement and first responders who have lost their lives in service to Collier County and several items are included from those agencies.

We’d like to make sure all veterans who work or volunteer with NCH have the opportunity to participate in these displays. If you have items from your time in service, or are a Blue Star Family with a child or spouse actively serving in the National Guard, Reserves, or active duty, you can reach out to veterans@nchmd.org to loan items or email a picture. Please include name, branch of service, your role at NCH or other brief details you’d like to include. The displays will be periodically updated so more can always be added.

NCH to Require COVID Vaccine for All New Hires, Contractors & Volunteers Beginning August 16

The NCH Healthcare System has kept the health and safety of all staff, physicians, and patients a top priority during the COVID pandemic. As we reviewed our current vaccination policy, we focused on the health of our team and community and reviewed national guidelines to guide policy changes. The new NCH vaccination policy complies with all federal, state, and local rules and regulations and was based on the Centers for Disease Control and Prevention (CDC) and Equal Employment Opportunity Commission (EEOC) recommendations.

The vaccination policy applies to all employees, contractors, and volunteers. Non-employed medical staff are currently not included in the policy. Starting August 16, all new hires will be required to complete the COVID vaccine series within four weeks of their hire date. This policy is similar to our current flu vaccination policy which allows for exemptions.

To read the new NCH Healthcare System vaccination policy which goes into effect August 16, please Click HERE.

07/27/2021 | TUESDAY TEAM TALK

ANNOUNCEMENTS

Employee Pulse Survey has Begun

We have kicked off our 3rd employee pulse survey. The participation in this survey includes all employees, including contract employees, at the NCH Healthcare System.

Your ideas, opinions, and suggestions are valuable to enhance the employee experience, develop our staff, and improve business results to help NCH become a Top 100 healthcare system.

The survey will be active through Monday August 2. You will be receiving an email from survey@mail.glintinc.com, so please do not consider this as spam email.

For more information on the survey, please view the Data Protection Summary HERE. Take care not to identify yourself in the comments.

Don’t forget, we want you to “Go Big for Burgers!” We’re giving away free burgers as a reward if we get an organizational response rate of 75% taking the survey. As of July 26, we are at 46% participation!

Congratulations to the following departments above a 75% response rate:

Take the survey now by using the QR code!

To scan QR code, point your camera at QR code. Your phone should focus on the QR code after a brief moment. Once the QR code is centered on your smartphones screen, it should scan almost immediately. At the top of the phone, a notification will appear. Tap this notification and it will bring you to the webpage where your survey awaits.

Thank you for all that you do to help our patients and community live longer, happier, and healthier lives. And thank you for taking the survey to help improve our work environment for all of us!

• Pre-Admission - 75%

• Medical Staff - 75%

• Uptown MDVIP -75%

• Quality - 75%

• NCH Employee MedicalCenter-75%

• Cardiac Rehab - 75%

• Management Services - 78%

• Infection Control - 83%

• NPG Training - 83%

• Urology - 86%

• Compliance Risk Management- 86%

• Family Practice Uptown - 87%

• Center for Clinical Excellenceand Education - 87%

• Bears Den North Naples - 88%

• Pediatrics Edison - 88%

• Radiology Support - 88%

• Family Practice Commons -90%

• Sports Medicine - 92%

• NCH ACO - 95%

• Human Resources - 96%

• Gastro Eagleview- 100%

• Uptown IM - 100%

07/27/2021 | TUESDAY TEAM TALK

ANNOUNCEMENTS

COVID Update

NCH leaders are following the current COVID surge throughout the state and region closely. The COVID positivity rate in Collier County has been reported at 11.2% (week of 7/9 to 7/15). Additionally, the new case positivity rate in the state of FL has risen sharply over the past 5 weeks.

As a result, the COVID Taskforce is implementing and encouraging the following:

1. Limiting visitation to 1 visitor per patient in general in critical care areas (including surgical waiting area). Effective7/20/21.

2. Use of Webex and/or other technology to conduct virtual meetings in lieu of face to face meetings with larger groups.

3. Social distancing in employee break rooms and lounges. Masking in all areas while on NCH property.

The COVID vaccine is the only way to ensure that your risk of severe illness is significantly reduced. Our team will be on-site to offer the vaccines in the hospital cafeteria areas on 7/20 & 7/26 (Baker campus), and 7/28 & 7/29 (NN campus) from 11 am to 2 pm. Employees can also obtain the vaccine in the clinic (Eagleview location) Monday-Friday.

The COVID vaccine team has added the following dates in August:

• Downtown Campus: 8/4/21 and 8/10/ 21 from 7:00 AM – 2:00 PM

• North Naples Campus: 8/2/21 and 8/11/21 from 7:00 AM – 2:00 PM

NCH Wave Wear

Did you know, in addition to uniforms, Smart Scrubs offers a selection of NCH branded items special for employees to order?

They offer:

Take a look at the selection at smartscrubs.com/NCH and if prompted enter the site code LEADER. Then under Select a Category click on Wave Wear.

If this is your first time ordering with Smart Scrubs, create an account to complete your order.

You can also find the link on myNCH under Applications & Links > Employee Discounts & Uniforms.

• Hats

• Bags

• Polos

• Button-Ups

• Sweaters & Pullovers

• Jackets

07/27/2021 | TUESDAY TEAM TALK

ANNOUNCEMENTS

Join the 2022 Nurse/Hospital Week Committee

All staff members are invited to join the fun in creating the 2022 Nurses/Hospital week. We would love to have members from all departments, professions, and locations. If you are interested in joining the 2022 Nurses/Hospital Week Committee, please email Michelle.Atkinson@nchmd.org for more information.

UPCOMING EVENTS

An Epic Town Hall

Join Jon Kling, RN, Chief Operations Officer, and Andrew Cooper, Executive Director of IT, for an Epic Town Hall. The virtual town hall will be held on Thursday, July 29 at 1pm. Be sure to mark your calendars and watch for more information in the days ahead.

They will discuss the latest updates on the Epic conversion project at NCH.

NCH Gift Shop Back to School Tax Exempt

The NCH Gift shops will be holding a back to school tax exempt sale from Saturday, July 31 to Saturday, August 9.

Stop by the gift shop and purchase your favorite merchandise tax free.

*some exclusions will apply.

07/27/2021 | TUESDAY TEAM TALK

UPCOMING EVENTS

Sun-N-Fun Employee Event has been Cancelled

Due to the recent rise in COVID cases, we have decided to cancel the employee Sun-N-Fun Lagoon Water Park event on Saturday, July 31.

If you have any questions, please reach out to Theresa Hansen.

Medicine Grand Rounds

On Thursday, July 29, 2021, NCH Healthcare System welcomes Dr. David Lindner to the speaker’s podium for Medicine Grand Rounds.

Dr. Lindner will be addressing us with a presentation entitled “Poisonings and Intoxications.”

The event will take place at 7:30 am live in the Sugden Auditorium, Telford Building. The presentation will also be video conferenced to the Baker Tower Conference room off the Main Lobby at North Naples Hospital. In addition, we will be offering a webex link to view the presentation live from your computer/laptop/device. The information for the webex is listed below.

***Please note that if you will be requesting CME credit for attending the presentation via webex, you must

login using your full name or an identified login so that you can be counted for attendance purposes.***

Meeting Information: Meeting number: 161 411 4446 • Meeting password: mEh2KttFX43

07/27/2021 | TUESDAY TEAM TALK

UPCOMING EVENTS

Center for Philanthropy Announces 63rd Annual Hospital Ball – November 6, 2021

The 63rd Annual NCH Hospital Ball is set for Saturday, November 6 at The Ritz-Carlton, Naples and will benefit the Judith and Marvin Herb Family Simulation Center. The event will celebrate the resilience of our community with a spirit of gratitude and optimism as we heal from the impacts of a global pandemic. The gala will be themed The Healing Garden and promises an elegant evening of inspiration and fun. Guests will be transported to a magical garden where they will enjoy entertainment, a cocktail reception, silent and live auction, formal dinner, and dancing. The evening also will recognize NCH Physician of the Year and Nurses of the Year honorees and will include a special recognition of the healthcare heroes who serve our community with courage and grace.

Dr. Doug and Dianna Harrington were named chairs of last year’s Hospital Ball; however, the event transitioned to a smaller-scale virtual celebration due to the pandemic. We are pleased they have accepted the role as chairs once again as we come together in person. Our Hospital Ball is the longest-running annual charity event in Naples – a tradition we can all be proud of!

For more information on the NCH Hospital Ball and to see photos from our recent kickoff events with supporters. Click HERE.

NCH 4th Annual Car Show – September 25

Save the date for the NCH 4th Annual Car Show. The car show will be held on Saturday, September 25 from 10am to 2pm at the NCH Business Center.

All Employees and the community are invited to attend this event.

We are currently looking for volunteers to assist with planning and day of event activities for the NCH 4th Annual Car show. If you are interested in volunteering or registering your car, please contact the Medical Staff Services office at 239-624-2489 or by email medicalstaffservices@nchmd.org.

WHEN: Saturday, March 6, 2021TIME: 9:00 am - 2:00 pm

All NCH Physicians, Clinicians, Administration,NCH Staff & Patients (including your families) are welcome.

To register for this event please email the Medical Staff office at medicalstaffoffice@nchmd.org by February 27.

FOR QUESTIONS, PLEASE CALL THE OFFICE AT 239.624.2480.

Prizes for: Best in Show / Most Unique / Best Restoration / Classic NaplesRaffle Drawings for Adults & Kids

4TH ANNUAL CAR SHOW

YOU ARE INVITED TO THE

07/27/2021 | TUESDAY TEAM TALK

ABOVE & BEYOND

Vote Now! Above & Beyond Bonus

Each month, one nurse and one non-nurse system wide has the opportunity to win a cash prize of $1,000 for going above & beyond and providing excellent patient care.

It’s time to vote on last month’s stories. Click HERE and vote for your favorite Above and Beyond story or sign into the NCH Way and click on Above & Beyond Voting under Pages to vote. Voting closes on Sunday, July 31.

In the spirit of sharing stories of employees going above and beyond, we would like to share a story about and executive going out of his way to help a patient’s husband. Jon Kling, MBA, BSN, RN, Chief Operations Officer, went out of his way to walk a lost patient’s husband from Med Plaza to link the husband back up with his wife who was the patient. It is small acts such as these that make NCH the place that it is.

Don’t forget to submit your story for consideration! Tell us how you or your coworker went above and beyond to provide an exceptional patient experience. Click HERE or sign into the NCH Way to submit your nomination form.

RECOGNITION

Congratulations to the June 2021 NCH Way Winners

Congratulations to the following winners from our monthly NCH Way drawing for June! Sign in today to recognize a fellow staff member who went the extra mile today!

Alena Sager

Yuniet Fernandez

Natalia Perez-Torres

Amy Culver

Neil Williams

Isidro Martinez

Courtney Rubottom

Debbie Foster

Christopher Moya

Maria Aguilar

Click HERE to recognize fellow staff members.

07/27/2021 | TUESDAY TEAM TALK

RECOGNITION

The Northeast ED Team has Reached 90 Percentile in Patient Satisfaction

The Northeast ED team for the month of July 2021 has reached a 90 percentile in patient satisfaction in all domains! This is an incredible achievement. two months ago, they had patient satisfaction scores below a 50 percentile. Our Northeast ED team went through extensive training on how to improve the patient experience. Strategies included continued reinforcement with hourly rounding, using the AIDET communication tool, and updating their white boards in the rooms. The Northeast ED team is so proud to see their hard work, compassion, and kindness pay off. Congratulations to the Northeast ED Team!

New CARING Team Award Recognition

The CARING Team Award is a concept brought to us by DAISY/CARING Award committee at NCH. We recognize that while an idea to achieve better patient and family outcomes may start with one individual, it often takes an entire team to implement successfully.

The CARING Team Award is designed to honor collaboration by two or more people, led by a Tech, who identify and meet patient and patient family needs by going above and beyond the traditional role of a Tech or Technologist.

The CARING Team Award will complement our ongoing CARING and DAISY Award program that honors individual direct caregivers for their extraordinary compassion and skill.

• It will be presented twice a year.

• Must be two or more techs and/or technologists nominated.

• No more than two departments will be recognized at one time.

• The CARING/DAISY chair will make a call for team awards twice a year.

• Team members are role models of collaboration and teamwork that make a difference in the lives of patients, families,employees, and the community.

• Team members create a culture of trust, respect, and engagement through NCH organization values of accountability,stewardship, professionalism, integrity, respect, and excellence.

07/27/2021 | TUESDAY TEAM TALK

RECOGNITION

Thank you to Board of Trustees Member, Kevin Beebe and his Wife Cortney Beebe

NCH Board of Trustees member Kevin Beebe and his wife Cortney wanted to show their appreciation for the compassionate work our nurses do. All NCH nurses were eligible to win a $250 gift card for Goldbelly foods (goldbelly.com).

30 names were randomly selected to be the lucky recipients of this kind gesture! Congratulations to the following Nurses:

Agnieszka Vaughn

Anabel Leal

Andrea Laurie

Carolina Zuferri

Deborah Gobiel

Erika LaCroix

Heather Avalos

Jenna Randall

Judith Isherwood

Katelyn Kaus

Kathleen Oliveto

Kelly Brown

Kirsten Hilliard

Lisset Curbelo Vietia

Maria Leon Fragoso

Maria Diaz

Maryellen Falcone

Megan Mulholland

Michelle Newman

Miriam Bertram

Nancy Bishop

Nickiesh Gordon

Pamela Michaelis

Renee Fuller

Suzanne Gueritey

Tina Land

Tricia Travi

Victoria Davila

Zulmen Sezawich

Congratulations to the Team Daisy Award Winner

Congratulations to 4 South for receiving the Team Daisy award for the month of June!

07/27/2021 | TUESDAY TEAM TALK

RECOGNITION

Congratulations to the Leader Daisy Award Winner

Congratulations to Ilia Echevarria, PhD, MS, RN, CCRN-K, NEA-BC, CENP, CHES for receiving the Leader DAISY award for the month of June.

INFORMATION TECHNOLOGY

Procedure for Reporting Issues with External Website

Please note that there is a new procedure for requesting changes or reporting issues with the external NCHMD.org website. All requests or issues should be reported to the Service Center, either through email or call 239-624-2200, to create an incident number. Be sure to include all necessary information including weblinks, changes, or error messages. The Service Center will assign the incident to The Partnership group. The Partnership will directly update and close resolved incidents.

Any changes or issues with the MyNCH intranet site will follow the above steps, and the Service Center will continue to assign internal incidents to the Business Applications group.

NCH HEALTHCARE SYSTEM | Helping everyone live a longer, happier, and healthier life.

07/27/2021 | TUESDAY TEAM TALK

If there is anything you would like to share in this newsletter, please email TuesdayTeamTalk@nchmd.org.

To check out previous editions of Tuesday Team Talk, click the link below.

VIEW PREVIOUS EDITIONS

EDUCATION

Meet Alana Salandy, Director, Retirement Planner for NCH Healthcare

What Retirement Planners Do:

• Help all participants with their overall financial well-being, including savings habits, asset allocation, income planning, and complex planning discussions, as well as with decisions at retirement or a job change.

• Offer a comprehensive approach to retirement planning, fully integrated with online tools.

• Our financial professionals are backed by industry-leading research and analysis, with the skills to help address your needs and to plan holistically across your financial resources.

Schedule a Complimentary One-on-One Appointment with Alana

Please consider bringing relevant account statements and any paperwork to help address your questions and needs during your consultation. Spouses or partners are also invited to attend, and registration is required.

Click HERE to schedule an appointment, or text the word “MEET” to 343898. You can also call 800-642-7131, Monday through Friday from 8 a.m. to midnight Eastern time.