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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 36 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 36 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.

  • HR Certification Institute 1.0
     
  • This E-Learning program has been approved for 1.0 (General) recertification credit hours toward aPHR(TM), aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM) and SPHRi(TM)recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.0
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

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

MP3 Download

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

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Why Lorman?

Over 36 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 36 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.

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Product ID: 410321
Published 2022
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