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Developing an Effective Financial Wellness Program

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.

Runtime: 86 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tania P. Brown, CFP®

Financial Finesse

  • Currently a financial coach at Financial Finesse
  • As a CFP her focus is to help employees achieve financial wellness and help employers develop financial wellness programs
  • Conducts regular seminars and workshops on numerous financial topics to include financial wellness
  • Forbes contributing writer and weekly blogger on financial topics
  • Member of SHRM and WELCOA
  • Can be contacted at [email protected]
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 396617
Published 2015
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Available in Multiple Formats

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