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Concurrent Session
Financial Wellness: How to Evaluate Your Current Approach and Improve Impact
Tuesday 06/20/2017 02:15 PM - 03:30 PM Add to calendar
1.25 SHRM PDCs | Competencies: HR Expertise, Communication | Intended Audience: Midlevel
Workplace Application:
This session will provide four steps you can use to implement a successful employee financial wellness program. 

Employee financial wellness is a hot topic and has been a trend in the employee benefits space for years, but companies of all sizes still struggle to get it right and achieve success with their programs. Employee financial wellness should be an ongoing process that evolves with their life stages and your organization’s goals. So, if employees understand the importance of financial wellness and have access to tools and education why aren’t they taking control? This session will answer that question and will help you be better equipped to tackle foundational challenges facing organizations of all sizes. This session will help you:

·         Understand the benefits to you and your employees for an effective financial wellness program.

·         Understand how to get your employees to take control when/if they understand the importance of financial wellness.

·         Identify ways you can empower employees of all generations to help themselves work toward financial wellness.

·         Identify strategies to engage employees in ways that are both “high tech” and “high touch”. 

Jeffrey P. Tulloch  Photo
Jeffrey P. Tulloch , Vice president ,
MetLife PlanSmartĀ®