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Financial Wellness Workshop

October 21, 2024 | 11:00a.m. - 3:00 p.m. ET

Unlock the potential of a financially healthy workforce in our comprehensive workshop on financial wellness. This session will delve into the critical aspects of financial wellness, from defining the concept to understanding its impact on retirement planning and employee stress. Explore how employers are currently delivering financial wellness programs and discover innovative strategies using behavioral finance to enhance engagement and outcomes.

Topics in this session include:

  • Understanding the implications of financial wellness
  • Rethinking financial wellness and how we deliver it beyond financial education
  • Understanding key contests in behavioral finance and choice architecture
  • Developing a financial wellness program and best practice for engagement and behavioral change.
  • And much more.

Who Should Attend

Anyone involved in the planning and implementation of financial wellness and retirement readiness.

Instructor

Greg Ward – Director, Financial Wellness Think Tank at Financial Finesse


The Financial Wellness Workshop is co-sponsored by the International Foundation of Employee Benefit Plans, the National Wellness Institute (NWI) and the Wellness Council of America (WELCOA).

Virtual instructor-led courses are interactive programs designed to give you the knowledge needed to be better in your role. Courses are hosted in Zoom and require participants to enable the microphone and camera on their device. These courses have limited spots available to simulate a classroom environment and make it easier for those attending to have meaningful engagement with the curriculum.

Register through the International Foundation of Employee Benefit Plans. WELCOA members can receive a special discount using a promo code. Look in your inbox and Well Informed newsletter for details.

WELCOA members can receive a special discount using a promo code. Look in your inbox and Well Informed newsletter for details.