The Financial Wellness Benefits Summit

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23 Apr

The Financial Wellness Benefits Summit

The Financial Wellness Benefits Summit

Wednesday, April 23, 2025 (12:00 AM to 11:59 PM)
3 PDCs
Provider: Arizent
Course Name: The Financial Wellness Benefits Summit

Speaker: Hosted by Employee Benefit News - see speakers below in Activity Description
Program Type: Conference
Registration URL: https://conference.benefitnews.com/event/Financial-Wellness-VirtualSummit/summary
The Financial Wellness Benefits Summit, New York, New York
Email Details

April is #FinancialLiteracy Month Employee Benefit News presents a new half-day virtual conference dedicated to exploring how employers are adapting their financial wellness solutions to meet employees’ evolving needs. HR and benefits thought leaders will share best practices for fostering collaboration between employees on the awareness, purpose, and efficacy of financial well-being programs along with actionable insights on how to close these gaps to improve financial well-being for employees. Defining Financial Wellness Employees' financial wellness means that they are able to satisfy ongoing financial needs, feel secure about their financial future, and are free to make choices that allow them to enjoy their lives. It also implies that employees have the competencies and knowledge needed to navigate the complexities of financial decisions. --Why Improving Financial Literacy Matters --Enhancing financial literacy among employees leads to: --Higher Productivity – Reduced financial stress allows employees to stay focused and perform better. --Smarter Financial Decisions – Employees manage debt and budgets more effectively, reducing financial strain on the company. --Better Use of Benefits – Educated employees maximize employer-provided benefits like health plans and retirement accounts. --Reduced Inequality – Financial knowledge empowers all employees, helping to close financial gaps. --Stronger Retention – Employees who feel financially secure are more likely to stay with their employer. Investing in financial literacy programs benefits both employees and the organization, fostering a more engaged and stable workforce.

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11:50 AM ET - 12:00 PM ET: Welcome & Opening Remarks 12:00 PM ET - 12:30 PM ET: The State of Employee Financial Wellness 12:30 PM ET - 12:40 PM ET: Break 12:40 PM ET - 1:40 PM ET: Planning and Launching a Successful Financial Wellness Program 1:40 PM ET- 1:50 PM ET: Break 1:50 PM ET - 2:2:35 PM ET: Turning Student Debt Chaos into Opportunity: A Case Study on LEARN 2:35PM ET - 2:45 PM ET: Break 2:45 PM ET - 3:45 PM ET: Retirement Planning Support: Equipping Employees for Long-Term Financial Security 3:45 PM ET - 4:30 PM ET: Closing Remarks Speakers Alyssa Place, EIC, Employee Benefit News Deanna Cuadra, Senior Reporter, EBN Diana Abbott, Sr Director, Benefits and Worklife, The Johns Hopkins University] Jeff Tulloch, Managing Principal, Financial Wellness Consulting, LLC Jennifer Bates Conklyn, Director of Financial Wellness & Consulting, Retirement, Marsh McLennan Agency Jeremy Beament, Co-Founder, Nudge Lindsey Garito, Assistant Vice President, Total Rewards, HR Total Rewards, Montefiore Medical Center, The University Hospital for Albert Einstein College of Medicine Margaret (Maggie) Ruvoldt, CHRO, Learn Behavioral Michael Hagelgans, Senior Fiduciary Consultant and Retirement Services, Marsh McLennan Agency Nicole Quinn Miles, Sr. Employee Health and Welfare Advisor, Marsh McLennan Agency Paola Peralta, Associate Editor, Employee Benefit News Tate Hackert, Co-Founder and President, ZayZoon Will Sealy, Founder and CEO, Summer

The Financial Wellness Benefits Summit
The Financial Wellness Benefits Summit
360 Madison Ave Fl 8
New York, NY 10017-7267

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