My College Planning Team Social Distancing Guidelines

My College Planning Team Social Distancing Guidelines

MCPT is committed to following or exceeding CDC protocols as we slowly begin to resume in-person meetings with our clients and prospective clients. 

Beginning June 1, 2020, in-person meetings between our clients and financial advisors may be held in the conference rooms at our Naperville office — if both the client and financial advisor are comfortable meeting in person. Alternatively, phone appointments remain an option. 

All meetings between clients and our client service managers or other professionals on our team will continue to be conducted over the phone.

We are taking the following precautions to keep our office safe for in-person meetings:

  • The chairs and tables in our conference rooms will be freshly and thoroughly sanitized before and after each meeting. 
  • Financial advisors and clients must be fully gloved and masked during meetings (we will provide masks and gloves for those who don’t have them). 
  • All of the people at each meeting will maintain a social distance of at least six feet at all times. 
  • We will prepare paper handouts while wearing gloves so that they are safe for clients to handle and take home.

Published at Wed, 27 May 2020 19:28:12 +0000

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