Concurrent Session
SPONSORED SESSION: Helping Employees Achieve Financial Wellness: A Roadmap to Success
LVCC N224-226
Monday 06/29/2015 02:00 PM - 03:15 PM   Add to calendar
1.25 SHRM PDCs, 1.25 HR Credit | Competencies: HR Expertise | Intended Audience: Senior-Level

One of HR’s greatest challenges is managing the costs of employee stress to an organization’s performance. A strong financial education program can help reduce employee financial stress and boost loyalty and retention at the same time. Join Kimberly Dwyer, vice president of Benefit Services at Advocate Health Care, the largest health system in Illinois, and Jeff Tulloch, vice president of PlanSmart® at MetLife, one of the largest life insurance companies in the world, as they discuss Advocate’s implementation of PlanSmart’s workplace financial education series. This session will discuss the best ways to successfully add a financial education component to your employee wellness program, or strengthen your existing financial education program. You will learn how to:

  • Gain buy-in for a financial education program from your executive team
  • Create a curriculum tailored to the specific needs of your workforce
  • Drive participation in and awareness of your financial education program via effective internal communication
  • Enable employee action beyond workshop learning
  • Implement solutions to typical challenges


Kim Dwyer Photo
Kim Dwyer, vice president, Benefit Services,
Advocate Health Care
Jeffrey P.  Tulloch Photo
Jeffrey P. Tulloch, vice president,
MetLife PlanSmart®