Your Welcoa membership has expired.

Welcoa Free Resource

The WELCOA Pulse – “How to Build an Effective Financial Wellness Program” with Todd Barden

Originally aired August 24, 2021. Employer-sponsored financial wellness programs first started with retirement planning. But these programs, responding to the needs of employees, have expanded beyond retirement planning to include equity education, personal finance education such as budgeting, savings, and offerings that deliver advice and behavioral changes through financial coaching and planning. This is not…

Originally aired August 24, 2021. Employer-sponsored financial wellness programs first started with retirement planning. But these programs, responding to the needs of employees, have expanded beyond retirement planning to include equity education, personal finance education such as budgeting, savings, and offerings that deliver advice and behavioral changes through financial coaching and planning. This is not a new trend borne out of the impacts of COVID-19. Rather, COVID-19 has accelerated the trend toward the adoption of employee financial wellness programs and solutions and, one could argue, turned it into a must-have corporate benefit.

However, when it comes to financial wellness, one size does not fit all. Therefore, the question is: How can employers ensure they are meeting the financial wellness needs of all employees?

Learning Objectives/Takeaways:

  • What employers are doing, as a result of the pandemic, to help their employees become more financially resilient
  • What employers are reporting as the challenges they face, and improvements they would like to see, in their current financial wellness program
  • How employers can create a more effective financial wellness program that meets the needs of all employees
  • Visit Morgan Stanley’s Website
  • Contact Todd Barden for a Free Demo
  • Follow Along With the Chat Transcript

Visit Morgan Stanley’s Website

MORGAN STANLEY

Contact Todd Barden for a Free Demo

CONTACT TODD

Follow Along With the Chat Transcript

DOWNLOAD CHAT

Schedule time to talk with Sara on how WELCOA’s membership can immediately impact your wellness program!

BOOK A Q&A CALL WITH SARA NOW

 
 

Not a WELCOA Member?
Join Today for Access to this and more

Unlock all 478 Resources

Single Person Membership
Training + Certification

Core Membership provides the tools, information and resources you need to build and sustain successful wellness programs.