Employee Financial Wellness [4426]
Date: Thursday, March 9, 2017
Time: 3:45 PM - 4:45 PM
Location: Greater Columbus Convention Center
Room: A123

   Earline Stiltner, Regional Vice President, Primerica Inc.

Track: Social and Behavioral
Session Type: Educational Session
Skill Level: Intermediate


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

CEU Hours:  
  IACET: 0.1
  HRCI: 1
  BWC Discount Programs: 1

File & Handouts:
Financial Wellness Workshop / Primerica

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