Over the past several years, there has been a large focus on employees’ overall financial wellness, and the focus has intensified as the coronavirus pandemic has affected so many people financially. An effective financial wellness program is more than just education; it should be actionable and address employees’ specific needs.
Join PLANSPONSOR, industry sources and a plan sponsor for a webinar in which you will learn:
The different components that contribute to an employee’s financial wellness;
How to determine the specific financial wellness needs of your workforce; and
Elements to include in a financial wellness program that will improve situations for your employees.
Managing Editor-Digital, PLANSPONSOR
Founding Member, Francis Investment Counsel LLC
Kelli leads the Firm’s MoneyAdvice@Work® Team, a company-sponsored financial wellness benefit that connects employees with down-to-earth financial advisors who educate, advise, and coach on any money matter…without the sales pitch.
Kelli brings over thirty years of financial services experience to the team including over twenty-six with the Francis team. She holds a Bachelor of Arts Degree in Business Administration – Marketing from Michigan State University and a Master of Education from Carroll University specializing in Adult Education. She is responsible for all aspects of financial wellness programming, including curriculum development, design of education programs, and delivery of face-to-face and remote personal money advice. She has extensive experience in training and public speaking engagements and has authored research on the impact of workplace financial education programs on 401(k) participant rates of return. She holds a Certified Financial Planner (CFP®) designation.
Senior Director of Enterprise Learning at Money Management Institute (MMI)
Amy Lins is Senior Director of Enterprise Learning at MMI, the largest provider of nonprofit financial counseling and education in the United States. Lins holds a Bachelor’s in Curriculum and Instruction with a math and computer science teaching concentration and a Master’s in Business Administration with a finance concentration. She has taught secondary math and computer science, worked in information technology at a Fortune 500 company, and for the last 19 years has served MMI in several capacities.
Lins has a passion for financial wellness and education, which began with her career as a math teacher. Currently, she leads MMI’s learning and development team, which includes instructional design, employee training, and consumer financial wellness education. Lins has been instrumental in the strategic shift of MMI’s national education platform, including the development of consumer financial health curriculum for many of MMI’s partners and online learning modules for MMI’s proprietary Personalized Learning Platform (PLP). She and her team provide in-person and online education to thousands of consumers each year.
Senior Director, Global Employee Benefits
April Bettencourt joined VSP Vision Care as Benefits & Payroll Manager in January 2001. In August 2008, VSP acquired Marchon Eyewear, creating VSP Global and expanding April’s responsibilities to include both domestic and international employees. April is currently responsible for all benefits and payroll administration, including wellness, worker’s compensation, and disability management, for VSP Global’s 3,000 employees worldwide.
April’s 26-year career in Human Resources, with an emphasis on Benefits Administration, began in the savings and loan industry, where she participated in various mergers and acquisitions in matters concerning plan funding, restructuring, withdrawal liability and plan termination.