Employer session planning pack

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General education only. Do not send completed worksheets, account numbers or health information to this website.

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1. Audience and approximate group size

2. One education topic the team wants

3. Proposed date, duration and format

4. Employer policies and accessibility needs

5. How employees will receive the worksheet

6. How optional personal follow-up will remain separate

Benefit Steps · Prepared September 6, 2026 · Read the source guide and its references