Bolstering Culture, Loyalty, and Engagement through Financial Wellness Event Type:
Tuesday, July 14, 2015 Time:
1:00 pm CT Cost:
Does your Financial Wellness strategy thoroughly align with your leadership team’s cultural objectives?
Financial Wellness is no longer a buzz word, but the future of benefits. This session will review the research showing the correlation between a financially fit and less stressed employee and the impacts to an organizations engagement and loyalty and discuss how to ensure your Financial Wellness strategy thoroughly aligns with your leadership team’s cultural objectives!
There are numerous “financial wellness” approaches; this session will take a deep dive into an individualized financial planning program. This session will discuss the benefits of implementing a personalized financial planning program which include fostering a competitive benefits package, reduced employee stress, boosted productivity and loyalty, enhanced talent acquisition and retention, and improved engagement. Lastly, the session will review the key aspects to consider when looking implement a financial planning program like the cost and provider qualifications as well as components of program like retirement planning, healthcare analysis, college planning, or asset allocation.
The Kartheiser Group at Morgan Stanley’s Private Wealth Management This program has been Pre-approve for 1.0 *General* HRCI Webcast credits. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit. Approved for 1 SHRM PDC. The DeGarmo Group is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.