Employee Financial Wellness [4426] | ||||||||||||
Date: Thursday, March 9, 2017 Time: 3:45 PM - 4:45 PM Location: Greater Columbus Convention Center Room: A123 Speakers: Earline Stiltner, Regional Vice President, Primerica Inc. Track: Social and Behavioral Session Type: Educational Session Skill Level: Intermediate Description: One in four employees are in serious financial distress and 80 percent of them spend 12 to 20 work hours per month worrying about their finances. This costs your company an estimated $7,000 per employee a year due to lack of production. This financial wellness session enhances employer/employee relationships, helps with employee retention and loyalty, and develops a bridge between management and employees. The presenter also reviews the new U.S. Department of Labor rulings. Learning Objectives: Explain how losing focus can cause an accident with unknown medical and financial consequences Describe how employees are at risk when they don't concentrate on their job due to calls from creditors, missing work and illness Discuss invaluable information about the fiduciary responsibility required by retirement regulators such as 401(k), 403(b), SEP IRA and SIMPLE IRA List the fundamentals of how money works and proven strategies to help in a variety of situations
File & Handouts: Financial Wellness Workshop / Primerica |
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