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Product ID: 396617EAU
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Developing an Effective Financial Wellness Program

OnDemand Webinar (86 minutes)

Educate and empower your employees with a sound financial wellness program.

With about 1 in 4 in the workforce living paycheck to paycheck, 86% of employees reported feeling at least some level of financial stress last year. By adding a financial component to your wellness program, you can help your employees tackle many of the stressors, including living beyond their means, overwhelming debt, and not being prepared for retirement. Providing worksite financial education can empower your employees to reach their financial goals and raise their financial well-being, leading to a more satisfied and engaged workforce.


Tania P. Brown, CFP, Financial Finesse


Why Financial Wellness Matters

• Financial Stress Impact on Employee

• Financial Stress Impact on Employer

• What Defines Financial Well Being

Key Components of a Financial Wellness Program

• Financial Wellness Assessment

• Group Money Management Workshops/Webcasts

• One-On-One Financial Coaching

Best Practices in Marketing Your Financial Wellness Program

• Incentives

• Gamification

• Ongoing Communication