EY Navigate has three key action-driven offerings: EY Navigate Planner Line, EY Navigate Digital and EY Navigate Group Learning.
EY Navigate Planner Line is staffed with experienced, highly credentialed financial planners available to help employees navigate the decision-making process related to their company benefits and broader financial planning topics.
EY Navigate Digital is a secure, interactive website that creates a highly personalized, goal-driven experience replete with robust content, planner messaging features and bite-sized action items in line with the employee’s overarching long-term and short-term financial goals.
EY Navigate Group Learning includes highly effective, customized on-site workshops and online webinars covering a variety of financial planning topics, company benefit plans and change education. The sessions are delivered in three primary ways: through a series of customized topical and career-based workshops , delivered live by trained EY facilitators; monthly, 30-minute “hot topic” webinars; and event-driven financial education on benefit changes and choice considerations of interest to impacted employees.