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OnDemand Course

Including Emergency and Short-Term Savings in Your Financial Wellness Program

Learn how to include emergency and short-term savings into your employee financial wellness program.

There is no lack of evidence about the struggles that most/all of us have with financial matters. At the foundation of these challenges lies dealing with the most immediate short-term financial obligations, such as paying monthly bills and dealing with the inevitable unexpected emergencies that may arise (car maintenance, broken refrigerator, etc.). This presentation will help HR/benefits decision-makers, brokers/consultants, and others interested in the broader financial wellness topic to understand the importance of emergency/short-term savings, where this topic fits within an overall benefits/financial wellness program, and how to go about putting a program in place to the benefit of employees/members and the employer/sponsor.

65 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 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

The State of Financial Illness in America and Where Emergency Savings Fits in

  • What Are the Causes of Financial Stress?
  • What Is Emergency Savings?
  • What Counts as an Emergency?
  • How Much Is Needed, and Where Should the Funds Be Kept?

Research That Validates the Need for Emergency Savings

Where Emergency Savings Fits Within an Overall Financial Wellness Strategy

  • Understanding the Larger Financial Wellness Challenge
  • How Emergency Savings Can Help an Individual Become Financially Well Overall

Keys for an Employer or Sponsor to Launch and Maintain a Successful Emergency Savings Program

  • Options and Vendors to Choose From
  • A Proven Process to Drive a Successful Program
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Why Lorman?

Over 37 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 Course

This course was last revised on November 18, 2022.

Call 1-866-352-9540 for further credit information.

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

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Why Lorman?

Over 37 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

Jeffrey P. Tulloch

Financial Wellness Consulting, LLC

Jeff Tulloch

  • Managing Principal, Financial Wellness Consulting, LLC
  • Consults/advises employee benefit firms, financial wellness vendors/platforms, financial advisory firms, brokers/consultants, corporations, non-profits, and private equity firms to assist them in developing and evolving financial wellness strategies, in turn, helping people become more financially secure
  • Led PlanSmart (MetLife’s financial wellness program), which provides financial assistance to thousands of companies and millions of employees, including 40% of the Fortune 500
  • 35 years in various business development roles within the employee benefits and financial wellness space
  • Previous vice-chair of Financial Wellbeing for Employee Benefit Research Institute (EBRI) information
  • Can be contacted at [email protected], 475-747-1750, or www.linkedin.com/in/jeff_tulloch
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Why Lorman?

Over 37 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

All of your training, right here at Lorman.

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Product ID: 410321
Published 2022
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