Marketing a Successful Financial Wellness Program to Improve Your Workforce's Financial Literacy

2014 Annual Conference
Workplace Application: Learn how to improve the financial literacy of your workforce and the best marketing strategies to increase the usage of these programs.
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How you market your financial education or wellness program is the biggest driver of its ultimate success. Robertson will share best practices for creating your own custom marketing strategy — based on best practices from some of the nation’s largest and most innovative companies — whose programs have achieved award-winning results in improving employee wellness and retirement preparedness. Learn what to consider about your workforce, which marketing strategies best drive usage and how to create the most effective marketing plan for your employee-base. You’ll also get a sneak peek at some of the most effective marketing materials and concepts being used to market financial education programs to employees today.

Date(s) & Time(s): 
Tuesday, June 24, 2014 - 2:15pm to 3:30pm

Linda Robertson


Linda Robertson is a Certified Financial Planner™ with Financial Finesse, the leading provider of unbiased financial education for employers nationwide. With over 20 years of experience, Linda has facilitated thousands of financial education workshops to employees on a variety of topics ranging from basic money management and retirement planning to advanced estate planning, in addition to providing financial coaching to numerous employees one on one over the phone and in person at their worksites. Linda writes a nationally syndicated weekly blog on workplace financial education. As a full-time educator, Linda has acquired a good feel for what does and doesn't work in the way of making a lasting impact on employees with financial education.

Amount of Credit: 
Credit Type: 
Business Credit
Session Type: 
Concurrent Session
HR Expertise
Business Acumen
Intended Audience: 
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