Sessions

Wellness Session
Wellness Session, Money Talks: Financial Wellness for a Brighter Future
Wellness Stage, Lakeside Center - Level 3 (MPCC)
In-Person Monday 06/24/2024 11:30 AM - 12:00 PM   Add to calendar
Intended Audience: Early Career, Mid-Level, Senior-Level

Seating Instructions: Seating is first-come, first-served. Reserved seating options are available for accessibility and accommodations. For detailed accessibility information, visit INFO > FAQs in the app.

Did you know that financial health has surpassed mental and physical health in terms of importance to many American workers?  Your employees are stressed about their finances, and they are looking to you, their employer, for help. 

Join the conversation, as we explore 3 strategies to help employees along a path to financial freedom.  

· Communicate in relevant terms.  With 84% of employees more focused on financial independence than retirement, maybe we should ‘retire’ the word retirement? 

· Make your next right financial decision.  Let’s be real – financial decisions can be overwhelming –give employees bite-sized content and gentle nudges to pursue progress, not perfection. 

· Level up your defined contribution plan. You may be pleasantly surprised at what’s available today. 

Direct Link to Session Materials: If the speaker provides session materials, you can access them via the app, web format or at https://presentations.shrm.org/. Accessibility & Accommodations Information: For detailed accessibility & accommodations information, visit INFO > FAQs in the app.

Kristen Koluch, CFA, CFP Photo
Presenter:
Kristen Koluch, CFA, CFP, Senior Vice President, Investments,
Raymond James