Webinar: Make Financial Success Work for Employees

Posted on Categories Financial wellnessTags

A few days ago, Shortlister hosted me in a “Meet-a-Vendor” webinar in which I talked about how to make financial wellness work for employees through small, personalized and actionable steps.

I’ve written here before about how traditional solutions alone, such as financial education/literacy and access to advisors for defined contribution accounts, are not fixing the problem of employee financial stress, and often fail to engage.

In the Shortlister webinar, I cover key elements and best practices for a successful financial wellness program. Interested? Click to view my presentation on the Shortlister site. (Shortlister members have immediate access; others must request permission to view.)

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