Financial Wellness In the Workplace

Today’s employees need more support than ever. Top financial and retirement concerns include:

• Managing day-to-day finances and debt (including credit card, medical, and student loan burdens)
• Building emergency savings—with over half of Americans unable to cover a $1,000 unexpected expense
• Understanding and maximizing retirement plans (contribution strategies, employer match, income planning, investments, and tax strategies)
• Long-term financial planning, including preparing for healthcare expenses and longevity risk
• Improving financial literacy and confidence, particularly among early-career and underserved employee groups

By addressing these critical needs, you can create a healthier, more productive, and more engaged workforce—one that feels supported not only at work, but in life.

Target Participants: HR Professionals, Benefits Executives, CHROs, CFOs, Benefit Consultants

Agenda:
11:00 – 11:30 AM: Check in, Mingle, Lunch
11:30 – 12:30 PM: Presentation and Roundtable: Improving Financial Wellness & Retirement Readiness in the Workplace
12:30- 1:00 PM: Group Breakouts/Activity