Current Trends in Benefits Planning, Retirement Preparedness and Financial Wellness

SHRM 2013 Annual Conference
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.
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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.   

Date(s) & Time(s): 
Tuesday, June 18, 2013 - 10:45am to 12:00pm

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: 
HR Credit
Session Type: 
Concurrent Session
Intended Audience: 
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