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Segal Benz  >  6 steps to bring financial wellness to the workplace

6 steps to bring financial wellness to the workplace

Thanks for your interest in our Financial Wellness webinar!

Below you can watch the webinar on-demand or download the slides for your reference as you move forward with crafting your financial wellness strategy. If you have any questions about the information in this webinar or how you can implement these tips in your own organization, please reach out to Finwell@BenzCommunications.com.

Date: Tuesday, June 23 
Time: 11am–12pm Pacific

In this one-hour session, learn how leading companies such as American Express and Comcast-NBC Universal effectively engage employees in financial wellness—plus, get actionable tips on how to: 

  1. Understand the five employee segments that characterize key phases of financial wellness. 
  2. Overcome four common obstacles in implementing a financial wellness program. 
  3. Consider the six must-ask questions before building a business strategy and vision around financial wellness. 

Benz Communications founder and CEO Jennifer Benz and SSGA vice president Megan Yost will co-lead the session. They’ll be joined by AmEx’s Barbara Kontje and Comcast’s Jaime Erickson, retirement benefits directors at their respective organizations. 

Download presentation slides

You can also download the Financial Wellness framework. 

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