Unlocking the Full Potential of Financial Wellness Benefits | Sessions

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Concurrent Session
Unlocking the Full Potential of Financial Wellness Benefits
In-Person Saturday 09/11/2021 11:15 AM - 12:15 PM   Add to calendar

Competencies: Business (Behavioral)
Workplace Application:
Attendees joining this session will learn about the results of the SHRM and Morgan Stanley at Work Financial Wellness survey; the importance of building financial resiliency and how financial wellness resources benefit companies.  

If recent events have taught us anything, it is that life comes at you fast and you must be prepared to weather the changes. For many Americans, the pandemic has created a greater understanding and appreciation of the need to build financial resiliency. To better understand how financial wellness needs have evolved during the current crisis, Morgan Stanley at Work partnered with SHRM to conduct the first Financial Wellness survey of HR professionals, working Americans, un-employed Americans and which included detailed segmentation of the results along various key demographics. Join us as we dive into the results and examine the future of workplace financial wellness benefits and how these resources help both your company and your employees.

Attendees will learn about:
• The current state of financial well-being in America.
• The impact of financial well-being on mental health.
• The need for personalization of financial wellness benefits.
• Potential areas of disconnect between what employees want in a financial wellness program vs what employers are currently offering.

 

 

Rodney Bolden  Photo
Presenter:
Rodney Bolden , Vice President, Financial Wellness,
Morgan Stanley at Work
Marissa Lewis Photo
Presenter:
Marissa Lewis, Vice President, Financial Wellness,
Morgan Stanley at Work
Ragan Decker, Ph.D. Photo
Presenter:
Ragan Decker, Ph.D., Senior Researcher, Strategic Research Initiatives,
SHRM