Financial Wellness: Showcasing Approaches That Produce Real Results

Cost: $170 Member | $220 Non-member

Register Now or Call 781-684-8700

Employees across the generational spectrum are faced with many demands on their wallets, from college debt, to mortgage payments, to daycare expenses, to a greater portion of the health care expenditure.  Paying for current expenses makes saving for retirement seem overwhelming, even when the retirement plans are well designed. 

When employees are stressed and anxious about their personal finances, they often bring this stress and anxiety with them to work, negatively impacting both morale and productivity.  And, the stress from financial concerns can be a major contributor to medical conditions such as obesity, heart disease and cancer. 

What can employers do today
to help employees secure the financial future they desire?

Attend this session to:

• Learn what Financial Wellness is and why all employers should care about it
• Find out how financial stressors differ by ages and lifecycles
• Obtain information about new and cutting-edge solutions now available
• Hear how other employers are tackling this issue with innovative approaches and technology

Speakers & Topics:

Ellen Blumstein - Assistant Vice President, Group Benefits - PlanSmart ®, MetLife
Moving From Financial Insecurity to Financial Wellness*

Kelley Palmer - Marketing Director, Retirement Optimization, John Hancock Retirement Plan Services
Financial Wellness Imperative: Insights for Plan Sponsors

Employer and Service Provider Perspectives — Panel:

Kristina Morrisseau - Director of Global Benefits & Mobility, Vertex Pharmaceuticals
Jennifer Rutley - Vice President, Strategic Research & Design, MassMutual

Mitchell Schneir -  Director of Talent & HR, Actifio
Kerry Reisner, CFP -  PlanSmart ® Account Executive, MetLife

Moderated by Glenn Haskell, Benefits Manager, New Balance

*Ellen Blumstein's presentation is approved for 1 SHRM CE credit.
NEEBC programs may qualify for CEBS continuing professional education (CPE) credit. Participants must determine if the program aligns with "CEBS Content Domain."