Session Title:
The Financial Wellness Program Conundrum

September 17
9:30 AM - 10:30 AM

CHRIS THIXTON

ChrisThixton

Session Description:

Financial insecurity and stress are wreaking havoc on workers. It affects their mental and physical health, as well as their working lives, in numerous and detrimental ways.

In today’s workplace, financial wellness is essential for both employee well-being and productivity. “The Financial Wellness Program Conundrum” examines the disconnect between employer-led financial wellness programs and the actual financial health of employees, shedding light on common pitfalls and often overlooked elements.

This presentation challenges the status quo by introducing a new approach that prioritizes outcomes over activities. Attendees will gain the knowledge and tools needed to create a financially secure, healthy, and productive workforce.

Learning Objectives:

  1. Uncover essentials that set effective financial wellness programs apart.
  2. Understand psychological and behavioral aspects for employee success.
  3. Be cost effective and deliver needed results without expending unnecessary time and money.
  4. Prioritize outcomes over activity to provide genuine financial wellbeing to employees.
Chris Thixton serves on the leadership council for the American Society of Pension Professionals & Actuaries, 1 of 5 member organizations of the American Retirement Association based in Washington, DC. He leads public workshops to train committees and has spoken at over 100 conferences & programs advocating for improving the financial security of employees in the United States. He has testified in Washington DC at the DOL on fiduciary matters and testified before the DOL’s ERISA Advisor
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