- Current Trends in Benefits Planning, Retirement Preparedness and Financial Wellness
Concurrent Session
Current Trends in Benefits Planning, Retirement Preparedness and Financial Wellness
E352
Tuesday 06/18/2013 10:45 AM - 12:00 PM
1.25 HR Credit
| Intended Audience: Mid-Level
Workplace Application:
This session will show you how adding a financial wellness component to your existing wellness program can raise the level of financial literacy and reduce the probability of the common financial hardships that are causing financial stress within your workforce.
Tying in a financial wellness component to your benefits package can foster a workforce of happier, wealthier, and more productive employees who are more engaged and empowered and no longer distracted by financial issues. This session will help you shift the viewpoint of your employees from benefits selection as a transactional event, and learn how to engage them to use their employee benefits as an integral part of their personal financial plan. You will be ableto determine the retirement preparedness level of your workforce, and find out you can gain their commitment to their retirement readiness.
Presenter:
Linda Robertson,
senior financial planner,
Financial Finesse, Inc.
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