Sessions

Concurrent Session
Marketing a Successful Financial Wellness Program to Improve Your Workforce's Financial Literacy
W101
Tuesday 06/24/2014 02:15 PM - 03:30 PM   Add to calendar
1.25 Business Credit | Competencies: HR Expertise, Business Acumen | Intended Audience: Mid-Level
Workplace Application:
Learn how to improve the financial literacy of your workforce and the best marketing strategies to increase the usage of these programs. 

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.

Linda Robertson Photo
Presenter:
Linda Robertson, senior financial planner,
Financial Finesse, Inc.