What You’ll Learn: - Reducing tax stress boosts employee well-being and productivity. Supporting financial wellness leads to more engaged, focused, and loyal employees. - A simple and strategic tax plan creates meaningful financial outcomes. When employees understand tax-advantaged benefits like HSAs, FSAs, and retirement accounts, they maximize their total compensation and build long-term financial security. - Employers can provide compliant tax education and guidance that enhances benefits ROI. Learn how to structure education that empowers employees while maintaining appropriate boundaries.

What You’ll Learn: ✔ Why financial stress is costing your business more than you think ✔ How AI enables scalable, real-time financial guidance for every employee ✔ The three financial personas in every workforce—and how to support them ✔ The role of leadership in driving engagement through financial wellness

Key Takeaways for HR Leaders: - The hidden costs of financial stress on productivity and business outcomes - How employees' money beliefs shape decisions and workplace behavior - Recognizing the “unseen signs” of financial stress before it leads to turnover - Why one-size-fits-all financial wellness programs fall short—and what works instead - How to use AI and personalization to support employees at scale - Practical, actionable strategies to design inclusive, effective wellness programs

Key Takeaways: - AI is redefining how financial wellness can be delivered—78% of organizations already use it, and Gen Z expects it in workplace tools. This is not a future trend; it forms a critical part of today’s competitive edge. - GenAI enables personalized, real-time financial wellness by acting as a trusted digital advisor—offering guidance tailored to each employee’s unique goals, benefits, and life circumstances. - Forward-thinking HR teams know that AI will continue to evolve—providing new insights for employers to leverage and inform their organizational goals. This replaces guesswork with strategy: anonymous, real-time data to show what your employees care about.

Key Takeaways: Real-World ROI: Discover how Bread Financial connects financial wellness to business outcomes through performance metrics and key signals. Employee-Centric Strategy: Learn how personalized, accessible benefits and access to gen AI guidance created deeper trust with employees and built strong retention. Leadership Lessons: Walk away with practical insights and next steps to make financial wellness a lever within your organization’s workforce strategy.