Demystifying Financial Wellness

CAPTRUST Financial Advisors

Medical expenses, credit card debt, the cost of education, and saving for retirement top the list of financial challenges for American workers today. A SHRM study on financial wellness in the workplace revealed that seven out of 10 HR professionals indicated that personal financial challenges have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.

Despite their popularity, many plan sponsors express concerns about a number of obstacles to offering a wellness program such as lack of time, resources, and budget.

Please join CAPTRUST’s Defined Contribution Practice Leader Scott Matheson as he moderates a 60-minute discussion on employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

We'll cover the basics, including:

• What exactly is financial wellness?
• What are the pillars of an effective financial wellness program?
• How can employee financial wellness be measured?

And we’ll share case studies and first-hand examples of successful employee financial wellness programs.

More Information, How to Register